Your Team
Kevin C. Leahy, CPA, CFP®, CIMA
(860) 678-6200
Professional Experience
Kevin C. Leahy is a member of KR Wealth Management, LLC. Mr. Leahy has a background in both taxation and financial planning, and is uniquely qualified to provide comprehensive personal financial and estate planning services. Kevin has more than 15 years of experience in providing these services to medical and dental professionals, business owners, corporate executives and other individuals with substantial net worth and/or income.
Educational Background
Mr. Leahy graduated from Providence College with a Bachelor of Science degree in Accounting, and earned a Masters in Taxation with a concentration in Financial Planning from Northeastern University. Mr. Leahy is a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNERTM (CFP) licensee. In addition, Mr. Leahy holds the Certified Investment Management Analyst (CIMA) designation, which is granted by the Investment Management Consultants Association, in conjunction with the University of Pennsylvania's Wharton School of Business. Kevin has his series 7, 66, and 24 securities registrations through LPL financial.
Professional Affiliations and Community Involvement
Kevin is a member of the American Institute of Certified Public Accountants (AICPA), the Financial Planning Association (FPA), the Investment Management Consultants Association (IMCA), and the Middlesex County Chamber of Commerce.