A fiduciary is an individual who acts in the best interests of a particular person or beneficiary. In the world of financial services, that means fiduciary advisors must only act in the best interests of their clients.
Kevin Yorkey Financial planner serving Burlington, MA
颁贵础庐
About me
It is a privilege to help people live the life they want by developing a financial plan that can provide the financial security and flexibility we all want and need. Away from the office, I live a fairly typical life as a husband and father, which is pretty great.
Certifications
Chartered Financial Analyst庐
Education
Bachelor of Business Administration - University of Massachusetts at Amherst
Master of Science, Investment Management - Boston University
Services
Financial planning, retirement planning, investment management, insurance guidance, tax planning, estate planning
Locations
Burlington, MA
Thanks to Edelman [Financial Engines], we're making little changes to our home so that we can live here and age in place.
Deb S.
Deb S., a current client of 草榴社区 Engines, is not being compensated for his testimonial. Comments may have been edited for brevity and clarity. The experience described may not be the experience of all clients and is not a guarantee of future performance or success.
Working With US
Financial planning is a personal pursuit. As your financial advisor, I鈥檒l get to know you 鈥� your specific goals, your concerns and what you want to accomplish. By understanding where you鈥檇 like your wealth to take you, together we can plot a course to help get you there. With consideration for your entire financial life and the support of a team of experts, we鈥檒l build a personalized plan that can give you the best opportunity to reach your goals.
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Certain services provided on an educational and guidance basis only.
Frequently Asked Questions
The latest insights from our experts
Please see the important information below if the planner holds a CFP庐 designation. Not all planners will hold this designation.
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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP庐, CERTIFIED FINANCIAL PLANNER庐, and CFP庐 (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization鈥檚 initial and ongoing certification requirements to use the certification marks.