Dillon Kenniston (CFP®)
Dillon Kenniston focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- Entrepreneurs
- Real Estate Investments
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- Cash Flow/Budgets/Credit Issues
- Entrepreneurs
- Real Estate Investments
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Owning real estate directly means your financial planning needs will be different. From tax and estate planning to cashflow and budgeting, we specialize in best practices that help you get to your next level. Whether that's acquiring your first property or optimizing for retirement, our objective is to equip you with a roadmap to financial independence and guide you along the way.Additional Information
I'm a husband to Emily and daddy to Brielle. My wife and I are members in good standing at our local church. Besides financial planning, real estate, and tech, I enjoy fitness, chess, and music.NAPFA Start Date
February 23, 2024
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
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