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Address:

Sewickley Office
2200 Georgetowne Drive, Suite 100
Sewickley, PA 15143
Phone: 724-940-6300
Fax: 724-940-6302

Southpointe Office
370 Southpointe Blvd., Suite 200
Canonsburg, PA 15317
Phone:724-743-2980
Fax: 724-743-0170

Phone:

Nicholas D. Kennedy, CFP®, CRPC®

Nicholas D. Kennedy, CFP®, CRPC®

Private Wealth Advisor

Nic joined FamilyWealth in 2013 with over five years of industry experience.  As a Private Wealth Advisor, he focuses on understanding his client's complete financial situation, providing comprehensive financial planning, and building customized solutions tailored to 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%* 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.

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

  • Board of Directors: Three Rivers Mothers’ Milk Bank

  • Board of Directors: Pittsburgh North Regional Chamber of Commerce

  • Co-Chair: American Heart Association Young Professionals

  • Membership Committee: Treesdale Golf & Country Club

  • 2015/2016 Event Co-Chair: Heinz History Center’s “History Uncorked!”

  • Member: The University of Pittsburgh Institute for Entrepreneurial Excellence

  • Member: The Estate Planning Council of Pittsburgh and

  • Most recently Nic joined the Wexford Volunteer Fire Company.

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

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

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