Kevin Hegarty (CFA, CFP®, MBA)

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

  • College/Education Planning
  • Entrepreneurs
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Tax Planning

Planning Specialties

Investing for Retirement

Tax Minimization

Insurance Analysis

College Savings

Retirement Spending

Employment Benefits Management

Advice on Major Financial Decisions

Additional Information

Kevin is an investment advisor representative registered in the State of New York, CFP® certificant, Chartered Financial Analyst charterholder and the founder of Hegarty Advisors, LLC. Before starting Hegarty Advisors, Kevin provided financial advice and consulting services for almost twenty years. He started his professional career as a management consultant at PRTM where he consulted with Fortune 500 Corporations, the Office of Secretary of Defense, and the U.S. intelligence community including the National Reconnaissance Office and Central Intelligence Agency given his Top Secret Clearance.

After management consulting, he advised institutional equity investors at Deutsche Bank for over a decade. He was promoted to Managing Director in less than ten years and was the Head of New York Sales before leaving for UBS. Prior to Consulting, Kevin served in the U.S. Army as a Captain in the Infantry branch. As an Airborne Ranger qualified officer, he held multiple leadership positions at multiple locations. While in the Old Guard, he was selected for the additional duty of a White House Military Social Aide for President George W. Bush. Kevin was commissioned into the United States Army upon graduating the United States Military Academy. At West Point, he was the captain of the lacrosse team earning All Patriot League honors for three years, and was selected to play in the North-South College All Star Game. Kevin also earned an MBA from Johns Hopkins University and passed the Series 7, 24, and 63 exams.

Kevin and wife Heather reside in Garden City, New York with their five children. Kevin is an active member of the community and St. Joseph’s Church. Kevin is a founder and president of Tradition Lacrosse. Tradition is a 501(c)(3) non-profit organization, managed and led by unpaid community volunteers to develop girls' character playing lacrosse.

NAPFA Start Date

January 13, 2023


This Office

1461 Franklin Ave Garden City, NY 11530 Phone: +1 (516) 724-1540