Robert Kennally

Background

About Robert Kennally

I am a dedicated Investment Management Consultant and Financial Advisor at Wedbush Securities, with a passion for helping individuals and businesses navigate the complexities of wealth management and financial planning. With years of experience in the financial services industry, I have honed my skills in various aspects of financial management, including retirement planning strategies, insurance, liability, and comprehensive investment reviews.My primary objective is to assist clients in achieving their financial goals by providing tailored solutions and building lasting relationships based on trust, integrity, and professionalism. I am committed to staying up-to-date with the latest industry trends and developments to ensure that I can offer the best possible advice and guidance to my clients.Areas of focus include:401k Strategy: I specialize in designing customized 401k plans to help clients meet their retirement goals while optimizing tax benefits and investment performance.401k Rollovers: I assist clients in seamlessly transitioning their 401k accounts from previous employers, ensuring they maintain their retirement savings and investment strategies.IRA Goal-Based Allocations: I help clients develop personalized IRA investment portfolios aligned with their unique financial objectives, risk tolerance, and time horizon.Life Insurance: I provide expert guidance on selecting the right life insurance products to protect clients' loved ones and secure their financial future.Long-Term Care: I work with clients to evaluate their long-term care needs and recommend suitable insurance options to safeguard their financial well-being and maintain their quality of life.Annuities: I offer advice on selecting the appropriate annuity products to guarantee a steady income stream during retirement, while minimizing risk and optimizing returns.I am a firm believer in continuous learning and hold a series of industry certifications that demonstrate my commitment to providing top-notch financial services. If you're looking for a knowledgeable and reliable financial advisor to help you make informed decisions about your financial future, don't hesitate to get in touch.Please feel free to connect with me here on LinkedIn or reach out via email at robert.kennally@wedbush.com for a complimentary consultation.