Nicholas D. Kennedy, CFP®, CRPC®

Nicholas D. Kennedy, CFP®, CRPC®

Private Wealth Advisor

In 2013 Nic started his independent financial services practice with FamilyWealth Management Group, leveraging over five years of training and experience with one of the five largest banks in the United States. As a CERTIFIED FINANCIAL PLANNER™ he focuses on understanding his client's complete financial situation, providing comprehensive financial planning, and building customized solutions tailored to help achieve their individual goals and objectives. Nic earned his CERTIFIED FINANCIAL PLANNER™ certification(CFP® certification) early in his career, which at that time made him part of the highly respected 2.97%1 of CFP® holders nationally under 30 years of age. He obtained the Chartered Retirement Planning CounselorSM (CRPC®) designation in 2013, maintains his Series 7 & 66 securities licensing, and holds various state insurance licenses. He continues to be an active participant in The University of Pittsburgh Alumni Association since graduating Cum Laude from Pitt with a Bachelor of Science in Business Administration. Nic holds an Executive Certificate in Financial Planning which he earned in 2012 from Duquesne University. Additionally, Nic has qualified for Million Dollar Round Table® (MDRT)2 in 2016, 2017, 2018 and 2019. 

While being an active member in his church, Nic’s other charitable and community involvement includes:

Board of Directors: Treesdale Golf & Country Club (2017-present)

Membership Committee: Treesdale Golf & Country Club (2016-present)

Member: The University of Pittsburgh Institute for Entrepreneurial Excellence (2006-present)

Member: The Society of Financial Services Professionals (2018-present)

Member: Wexford Volunteer Fire Company (2018-present)

Member: Millvale Sportsmen's Club (2018-present)

Board of Directors: Three Rivers Mothers’ Milk Bank (2016-2019)

Board of Directors: Pittsburgh North Regional Chamber of Commerce (2017 & 2018)

Heinz History Center’s “History Uncorked!” Event Co-Chair (2015 & 2016)

 

Nic currently resides in Wexford with his wife and their two daughters. In his free time, he enjoys spending time with family, the outdoors, golfing, water skiing, hunting, and Pittsburgh sports.

1http://www.cfp.net/news-events/research-facts-figures/cfp-professional-demographics

2To qualify for MDRT, members much meet a certain level of premium, commission or income during the year. For more information visit http:bit.ly2eFx0ex.

Phone 724-940-6340
Fax 724-940-6302
Mobile Phone 412-443-4366