Kevin Arruda (CFA, CFP®, CKA®)

Kevin Arruda focuses in the
following client markets or areas of practice:

  • AUM
  • Charitable Giving
  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice

NAPFA Start Date

May 06, 2021


This Office

650 Ten Rod Rd Ste 112 North Kingstown, RI 02852-4238 Phone: (781) 229-5809