Kevin Kennedy, LLC

1516 Oak Street #101 
Contact: Kevin Kennedy
Fax: 510-748-1896

Kevin Kennedy LLC provides independent wealth management services to individuals, families, and business owners in the Alameda area. We partner with you to design a highly personalized, comprehensive financial plan based on your individual needs and goals. We can provide the big-picture oversight that you need to succeed by working with your legal and tax advisors to coordinate your overall financial life while managing your investments.

We are committed to providing the following services:

  • Estate Planning
  • Retirement Planning
  • Tax Planning
  • Investment Management
  • Risk Management
  • Insurance
  • Real Estate
  • Corporate Pensions/Benefits
  • Trust Administration
  • College Planning