Mark Kennedy

Financial advisor Mark Kennedy has 17 years of experience in the financial services industry. A Southern California resident, Mark Kennedy began his career after spending five years in the U.S, Air Force, proudly serving his country. Mark Kennedy was educated at the U.S. Air Force Academy in Colorado Springs, Colorado. He then furthered his studies in business and economics from the University of California, Riverside. Following his military service, Mark Kennedy entered the financial services industry, opening his own business in 1994. As founder and President of Kennedy Financial & Insurance Services, Inc. and Kennedy Wealth Management, LLC, Mark Kennedy maintains licensure in California as a Registered Investment Advisor. He established offices in Calabasas, California, with satellite offices in several convenient locations. A noted expert in his field, Mark Kennedy has authored numerous articles published in area newspapers and online financial sites. A sought-after speaker at seminars and workshops, Mark Kennedy has provided presentations at more than 300 locations in less than a decade. His firms have provided services to hundreds of clients, providing guidance on a variety of areas including pension planning, investments, and tax strategies. Financial advisor Mark Kennedy and his firm’s strategic partners offer complete services and a willingness to work closely with a client’s attorney and CPA to maximize financial protection. For more than a decade, Mark Kennedy has provided financial advisement to more than 1,200 families and individuals. A savvy businessman who believes character counts, Mark Kennedy specializes in retiree wealth transfer and preservation, as well as small business pension planning. Additionally, Mark Kennedy believes in supporting those less fortunate by making major contributions to charitable organizations. He lists the Wheelchair Foundation among his favorite nonprofits.