Kevin Arruda (CFA, CFP®, CKA®)

Kevin Arruda focuses in the
following client markets or areas of practice:
- AUM
- Baby Boomers
- Business Owners
- Charitable Giving
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- AUM
- Baby Boomers
- Business Owners
- Charitable Giving
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
NAPFA Start Date
May 06, 2021