John Kennedy

CONSULTING CLIENT MANAGER
NEW YORK

John Kennedy, MBA, PDMM, CSA, has 25+ years’ experience in the financial services industry, with much of that time spent on achieving investment goals for individual clients. In recent years, his focus shifted to helping others develop and implement solutions for streamlining and maintaining their day-to-day personal finances.

John’s expansive knowledge and expertise in the financial world, enhanced by his training as a Certified Senior Advisor and Professional Daily Money Manager, are invaluable as he helps manage the personal finances of a variety of clients: seniors, adult children responsible for an aging parent, those facing challenging disabilities, small business owners, and busy professionals. John’s attention to detail and his commitment to clients alleviate the anxieties of managing daily financial affairs. He utilizes well-informed, efficient systems for bill paying, reconciling bank/credit card/investment statements, navigating the complexities of private/Medicare/Medicaid health insurance, organizing financial documents for tax filing, and collaborating with accountants, attorneys, and financial advisors.

John is a member of the American Association of Daily Money Managers (AADMM) and the Society of Certified Senior Advisors. He volunteers at the NYC Department for the Aging (DFTA) Bill Payer Program and the NYC DFTA Health Insurance Information Counseling and Assistance Program (HIICAP).

John earned his BS in Finance from Boston College and his MBA from NYU Stern School of Business.