Broker Check
Kevin E. Lynch, CFP®

Kevin E. Lynch, CFP®

Partner & Financial Planner


  • Former Councilman, Borough of Lake Como, NJ
  • Asbury Park Chamber of Commerce
  • Boys Basketball Coach - H.W. Mountz Grammar School, Spring Lake, NJ
  • BNI - Business Networking International
  • President of BNI Chapter - Belmar, NJ


  • New Jersey Institute of Technology, B.S. in Engineering
  • Purdue University, M.S. in Engineering

Areas of Concentration

  • Financial Products and Services for Business
  • Business Continuation Strategies
  • Executive Benefits
  • Buy/Sell Agreements Funding
  • Group and Individual Life & Health Insurance
  • Group and Individual Long-Term Disability Income Insurance
  • Executive Bonus Arrangements
  • Estate Analysis and Protection
  • Mutual Funds
  • Annuities (Fixed and Variable)
  • Asset Accumulation Strategies
  • Charitable Giving Strategies
  • Life Insurance Funding Strategies
  • Second to Die Life Insurance
  • Term Life Insurance
  • Long-Term Care Insurance
  • Retirement Planning
  • Educational Funding Strategies


Life and health insurance licensed in multiple states

FINRA securities licensed

Series 7 & 66 Securities Licensed

CA Insurance Lic. # 0G71670

Domicile State: NJ