KBK WEALTH STRATEGIES - Key Persons

Job Titles:

• Registered Representative

Katherine is a Registered Representative as well as Investment Advisory Representative. She holds the following professional licenses: Series 6, Series 62, Series 63 and Series 65 as well as being an insurance agent and Certified Financial Planner (CFP®). Katherine Kennedy has been in the investment industry since 2000, dealing primarily with retirement investments. With her overall financial planning expertise, she also advises clients in other financial areas that intertwine with retirement planning, such as social security coordination, early distribution issues, minimum distribution requirements and taxation implications. In order to better serve her clients, Katherine completed the comprehensive Certified Financial Planner PROFESSIONAL Education Program and was awarded her CFP® designation by the Certified Financial Planner Board of Standards in 2007.