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Kevin Saia CFP®, CRPC®

Kevin Saia has been in the financial service industry for over 20 years. He spent many years in the wire house channel and decided he wanted to start his own practice. Kevin works closely with individuals, families, business owners, foundations and endowments.

Specialties: Kevin concentrates his efforts on retirement planning solutions, portfolio management using ETFs, estate and insurance planning, as well as asset protection strategies for executives, physicians and closely held businesses. He believes in managing risk with alternative investments. Alternative Investments play a critical role in my asset allocations and often include private equity, private credit, real estate and currency strategies.

Kevin is an active member of the National and local chapter of the Financial Planning Association and The Society of Financial Services Professionals. He is a Certified Financial Planner and a Chartered Retirement Planning Counselor.