Kevin J. Gianfortune
Financial Planner/Owner
Kevin Gianfortune’s professional approach is simple, yet effective- help individuals make conscious, deliberate financial decisions; rather than leaving it to chance or luck.
Kevin prides himself on always putting the client’s needs at the forefront of planning. He delicately, yet truthfully, navigates the process of being an anchor in challenging times as client’s emotions may cloud their decision-making. Kevin has lifetime relationships with his clients that deepen throughout their years together.
True financial planning encompasses elements beyond investments and insurance. Kevin comprehensively addresses the full spectrum of his client’s financial world. He has worked tirelessly to become experience in all financial topics encountered in one’s lifetime- whether it is buying or selling a business, designing and managing a long-term investment philosophy, building an income plan in retirement, or helping preserve one’s assets through elder and estate planning.
Kevin holds Series 6, 7, 63, and 65 licenses through LPL Financial; as well as his Life, Accident & Health insurance license. A graduate of LaSalle University with a bachelor’s in finance and a minor in Philosophy, he is actively pursuing additional professional designations.
A New Jersey native, Kevin resides in West Deptford with his wife, Liz, and their two children Harrison and Annabel. They are grateful for the community they have built for their family. Kevin enjoys golfing and being involved in as many of his children’s activities as he can.
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Kevin is a Financial Planner with LPL Financial.