Evan Kennedy, CFP®, is an Associate Advisor with SEIA in Tysons Corner, VA and works with David Johnson, CFP®, AIF® in the practice of helping clients achieve their investment and financial planning goals.
Evan is a CERTIFIED FINANCIAL PLANNER™ and brings over 15 years of experience in the Financial Services Industry.
Evan also holds the FINRA Series 6, 7, 63 and 66 professional securities licenses as well as life, health, and variable insurance licenses*.
Evan is a Northern Virginia native and lives in the neighborhood he grew up in with his wife and 3 daughters. Outside of work, Evan loves being outside in nature. His two biggest outdoor passions are skiing & rock climbing.
Roles and Responsibilities:
- Client relationship manager helping clients with their Discretionary or Non–Discretionary accounts
- Comprehensive Financial Planning & Wealth Management
- Trading, monitoring, and servicing of investment accounts
* VA Insurance License # 569099