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    Mark S. Kennedy

    Registered Investment Advisor

    Download Profile Send Email

    02/28/2015

    Kennedy Wealth Management LLC

    23901 Calabasas Rd. Ste. 1064,
    Calabasas, CA 91302
    US
    map

    http://www.kennedywealthmgmt.com

    (818) 224-4177

    (818) 661-2065

    Financial Services

    Retirement Income Planning, Tax Planning, Estate Planning

    Description

    Mark Kennedy is the founder and president of Kennedy Wealth Management LLC, a Calabasas, California based Registered Investment Advisor. 

    For over two decades, Mark has specialized in strategies surrounding tax planning, retirement income planning and wealth transfer. He has shown thousands of high net worth families and business owners how to preserve their income and wealth…leaving more money for them to spend and to the people they love and care about instead of the I.R.S.. 

    Mark continues to be a leading authority in the media, having been interviewed by the Fox Business Channel, ABC Television, CBS Radio, Smart Money Magazine, BankRate.com, and the Los Angeles Times. In addition, Mark has written for various publications and hosted his own financial radio program on KRLA AM 870.  As a public speaker, Mark has spoken to over 500 groups about retirement and is also author of the book, “Don’t Let the Stock Market or I.R.S. Control Your Retirement”.  

    Mark attended college at the United States Air Force Academy in Colorado Springs, Colorado and the University of California, Riverside.  He is also a proud former member of the United States Air Force.  Mark’s passions include various charities, running, downhill skiing, health and fitness, traveling, and spending time with friends and family.


    Education

    United States Air Force Academy

    University of California at Riverside

     

     

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