Kevin E. Lynch, CFP®
Partner & Financial Planner
Affiliations
- 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
Education
- 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
Licensing
Life and health insurance licensed in multiple states
FINRA securities licensed
Series 7 & 66 Securities Licensed
CA Insurance Lic. # 0G71670
Domicile State: NJ