Steven Kennedy CDFA®, CFP®, CIMA, CPWA®
Albany Financial Group
80 Wolf Road |
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Steve is a Certified Investment Management Analyst® Professional, CERTIFIED FINANCIAL PLANNER™ (CFP® ), CDFA®, who has been in the financial services industry since 2008 and currently works at Albany Financial Group. Prior to joining Albany Financial Group, Steve's experience includes that of firms such as Ayco, a Goldman Sachs Company. Steve' currently provides wealth management, portfolio construction, and financial planning services to clients of Albany Financial Group. Steve graduated from Siena College with a Bachelor’s of Science. In addition, he also completed his Investment Management Theory and Practice education through the Yale School of Management. He is a member of the Investments and Wealth Institute, Financial Planning Association of Northeastern New York and Institute for Divorce Financial Analysts. |