McKenna Financial Planning

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Do What's Best For The Client

General Info

As a CERTIFIED FINANCIAL PLANNER™ and President of McKenna Financial Planning, I help manage assets for individuals, families, trusts, retirement plans, and businesses. It takes careful planning to pursue your ambitions. Such planning is not a single event. It's a process. As your life circumstances change, so must the investment strategies I use to keep you on course towards meeting your objectives. This is why I work with you, one on one, and focus on your specific goals. As an independent company of LPL Financial, I am free to choose the appropriate products and services that address my clients' needs because LPL Financial does not offer any proprietary products. This commitment to objective financial advice helps to preserve the integrity of my investment recommendations without having the pressures of Wall Street firm management. Prior to establishing McKenna Financial PIanning in 2013, I worked for 16 years with PaineWebber/UBS, Smith Barney and Wells Fargo Advisors. I hold a Bachelor's degree in Finance from Hofstra University where I also earned All-Conference honors as a second baseman for the baseball team and was named Academic All-American. With an emphasis on continuing education, I earned the CERTIFIED FINANCIAL PLANNER™ practitioner designation from the College of Financial Planning in 2005. For this designation, I had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements. Active in the local community, I participate in many civic and community organizations, including the Hofstra Pride Club, Big Brothers Big Sister of Long Island and the Rockville Links Club. Away from the office I enjoy playing golf and softball. My wife Ginny and I reside in Rockville Centre, NY with our three daughters Morgan, Francesca and Ginger.

Services/Products

Retirement Planning, Tax Management, Estate Planning, College Planning, Life Insurance, Investments

Payment method

check

Associations

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through The Pinnacle Financial Group, a Registered Investment Advisor. The Pinnacle Investment Group and McKenna Financial Planning are separate entities from LPL Financial.

Other Link

CERTIFIED FINANCIAL PLANNER™

Categories

Retirement Planning Services, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management, Investment Securities, Investments, Life Insurance

Reviews

Details

Phone: (516) 522-2654

Address: Rockville Centre, NY 11570

Website: CERTIFIED FINANCIAL PLANNER™