Kevin Gormley (CFP®, CPA®, MAcc)
Kevin Gormley focuses in the
following client markets or areas of practice:
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Corporate Executives
- Investment Advice with Ongoing Management
- Medical Professionals
- Tax Planning
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Corporate Executives
- Investment Advice with Ongoing Management
- Medical Professionals
- Tax Planning
Planning Specialties
Tax Planning
Investment Management
Retirement Income
High Income
Additional Information
- High Income investors
- Young
- Retired
- Pre-retired
- Tax Planning
NAPFA Start Date
April 01, 2016