Kevin Feig (CFP®, CPA, MBA, PFS™)
Kevin Feig focuses in the
following client markets or areas of practice:
- Financial Psychology/Coaching
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Middle Income Client Needs
- Novice Investors
- Financial Psychology/Coaching
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Middle Income Client Needs
- Novice Investors
Additional Information
My mission is to help people achieve financial freedom. My firm, Walk You To Wealth, provides financial advisory services to help make financial planning simple, accessible, and affordable for everyone. I believe that everyone deserves to have a solid financial plan, regardless of their income, or how much money or assets they have. /p>
I offer financial planning, investment management, and coaching to help fortify your personal finances across a variety of needs including saving, investing, psychological barriers to building wealth, spending, credit card debt, compound interest, etc.
I grew up in Queens, NY, but currently live in Massachusetts. I attended Fairfield University where I earned a Bachelor of Science in Accounting and a Master’s in Business Administration. As a Certified Financial Planner™ professional, a Certified Public Accountant, and a Personal Financial Specialist, you can be assured that the financial planning I provide is steeped in deep knowledge of personal finance. More importantly, it’s an honest, authentic, and simple approach to wealth.
Prior to founding Walk You To Wealth, I spent 20 years working in executive-level positions at Fidelity Investments, Coinbase, and Kraken.
NAPFA Start Date
April 14, 2025