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Robert "RK" Kennedy

Robert "RK" Kennedy

Managing Partner / LPL Financial Planner

Robert "RK" Kennedy: Championing Financial Security for Diverse Communities

With nearly 30 years in the securities industry, RK specializes in supporting unique communities:

  • Individuals and families with special needs: Having volunteered with relevant organizations and witnessed firsthand the challenges faced, Robert brings both empathy and expertise to navigating sensitive financial planning for loved ones with disabilities.

  • LGBTQ+ families and individuals: Robert assists couples and individuals in aligning their financial goals and dreams through domestic partner planning specifically tailored to their needs.

  • Non-profit organizations and businesses: Robert leverages his experience to equip non-profits and businesses with the tools and strategies they need to thrive, from growth and establishment to successful exits.

 

Tailored Solutions, Collaborative Approach:

Robert believes in creating comprehensive, written plans tailored to each client's unique goals and circumstances. He fosters a collaborative approach to empower clients in achieving their financial aspirations.