Steve Kennedy, CIMA®,CFP®,CDFA™
Paraplanner to Leonard F. Valletta, CFP®, MS
Steve is a Certified Investment Management Analyst (CIMA®) professional, CERTIFIED FINANCIAL PLANNER™ (CFP®), CDFA™, who joined Albany Financial Group in 2016 and has been in the financial services industry since January 2008. Prior to joining AFG, Steve had previous experience in wealth management, financial advisory and insurance services with companies such as AYCO, a Goldman Sachs Company.
Steve works on Len Valletta's team, providing portfolio construction and financial planning services for Len’s clients. Steve graduated from Siena College with a Bachelor’s of Science. In addition, Steve also completed his Investment Management Theory and Practice education through the Yale School of Management. He is a member of the Investments and Wealth Institute and Financial Planning Association of Northeastern New York.
Steve resides in Clifton Park with his wife, Kerri, and their three children: Charlotte, Jackson and Hannah. He enjoys spending time with family and traveling.