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We specialize in helping you design and implement a customized Retirement Roadmap so you can successfully complete your retirement journey!

Kennedy Wealth Management

Our mission is to help you retire comfortably and stress freeā€¦making sure you have enough income to last you the rest of your life, while leaving behind a legacy to those you love and care about.

Free Consultation



At Kennedy Wealth Management we specialize in the Retiree Wealth Transfer/Preservation Market and the Small Business Pension Planning Market.

Visit our media page for informational articles and videos featuring Kennedy Wealth Management.

To develop a financial plan for your future, it's important for your financial professional to see a complete, 360 degree view of your financial picture.

If you would like to learn more about Kennedy Wealth Management or would like to schedule a complimentary, no-obligation consultation, please contact us today!

What Makes Kennedy Wealth Management Different?

Watch our informational video to learn more about how our services and strategies are designed to help you plan for your financial future.


Mark Kennedy, Kennedy Wealth Management LLC and Kennedy Financial & Insurance Services Inc take no responsibility for the accuracy of the content contained herein. Any tax advice implied or offered is from the personal opinions of the website authors and should be confirmed by a competent attorney or tax professional. Insurance services offered by Kennedy Financial & Insurance Services Inc, CA Insurance Lic #OL71045

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