Mark Kennedy is the founder and president of Kennedy Wealth Management LLC, a Calabasas, California based Registered Investment Advisor founded in 2008. For over two decades, Mark has been in the insurance and estate financial planning field and has personally focused on strategies surrounding tax planning, retirement income planning, and wealth transfer. He has shown numerous high net-worth families and business owners financial strategies that may potentially allow them to preserve their income and wealth, while also potentially leaving more money for them to spend during their lifetime and pass to the people they love and care about instead of the IRS. Mark has also been a resource for the media… having been interviewed by the Fox Business Channel, ABC Television, CBS Radio, Smart Money Magazine, BankRate.com, and the Los Angeles Times, among others. In addition, Mark has written for various publications to include Life After 50 Magazine and has hosted his own financial radio program on KRLA AM 870. As a public speaker, Mark has spoken to many groups of people, who are either in or nearing retirement, about the subject of retirement and he is also the author of the book, “Don’t Let The Stock Market or I.R.S. Control Your Retirement.” Mark attended college at the United States Air Force Academy in Colorado Springs, Colorado and the University of California, Riverside. He is also a former member of the United States Air Force. Mark’s passions include various charities, running, downhill skiing, health and fitness, traveling, and spending time with friends and family.
Daniel is an Associate Advisor at Kennedy Wealth Management. His role entails all the necessary preparation and follow-up needed to ensure a smooth onboarding process for new clients of the firm. He also plays an integral role in communication with current clients and servicing their various needs. Daniel is well educated, having earned his Certified Public Accountant (CPA) designation and Master’s Degree in taxation. He has also passed the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) courses of study. Daniel is passionate about expanding his knowledge of financial planning. In his spare time he enjoys playing and watching football and basketball, living a healthy lifestyle, and spending time with pets, friends, and family.
Calvin is the Event Branding and Marketing Manager. He is responsible for overseeing the branding and strategy for all client events and educational workshops. He is also responsible for making sure all clients are receiving necessary and thoughtful communication. Calvin has his Associates Degrees in Fashion Merchandising and Medical Billing. In his free time, Calvin enjoys traveling, singing, producing music, dancing and entertaining.
Jamon is the Account Services and Operations Manager. He is actively involved in servicing Kennedy Wealth Management’s entire client base on various levels. Jamon works closely with the Advisor, Associate Advisor and other business partners to establish new accounts while also monitoring and tracking the entire investment process from inception to completion. Jamon is the main liaison to the firm’s money manager and trading team. He also works closely with the compliance and human resources teams. Prior to teaming up with Kennedy Wealth Management, Jamon worked in the music & entertainment business where he held sales and marketing positions with major labels and distribution companies at the local, regional and national levels. When not at work, Jamon enjoys watching and playing tennis, reading, spending time with friends, studying real estate trends and the stock market. Jamon attended California State University, Los Angeles and maintains active licenses for Life and Health Insurance, as well as Real Estate.
Shawn is the firm’s IT Technical/Database Management Specialist. He studied Business Administration Management at Baruch College in New York City. After receiving his Bachelor’s Degree, he proceeded to work in the luxury retail environment as a Store Manager for Steve Madden, Salvatore Ferragamo & Chanel over 10 years. In his spare time he enjoys hiking, entertaining and traveling across the world.
Paula serves as the Executive Assistant to the president, utilizing her many years of administrative experience supporting executives in a corporate environment. In addition to her skills in multitasking, including managing a busy office schedule, Paula serves as the liaison for clients, prospective clients, and staff by communicating effectively and building and maintaining rapport. Paula attended Santa Monica College and enjoys spending time at the beach with her two children and reading non-fiction books.
We understand your need for a trusted advisor.
We understand how important it is for you to be able to trust your financial advisor—particularly in the wake of recent, highly–publicized corporate failures and investment management misdeeds. Regardless of the direction the stock market and interest rates take in the future, it’s important to have a trusted advisor you can count on to give you the news straight and always look after your best interests.
That trusted advisor is Kennedy Wealth Management, LLC. We are experienced, responsive and understand your need for integrity and transparency.