Broker Check
Steve Kennedy, CFP®, CPWA®, CIMA®, RMA®, CDFA™

Steve Kennedy, CFP®, CPWA®, CIMA®, RMA®, CDFA™

PRINCIPAL, Albany Financial Group

Steve joined Albany Financial Group in 2016 and has been in the financial services industry since January 2008 (near the onset of the Great Recession). Prior to joining AFG, Steve had previous experience in wealth management, financial advisory and insurance services with companies such as Goldman Sachs. 

Steve is a registered licensed professional experienced with the fiduciary duties of meeting advisory clientele needs. 

This includes such things as: financial planning, investment management, portfolio construction, sophisticated needs and advanced planning strategies for the high net worth. Steve graduated from Siena College with a Bachelor’s of Science. 

In addition, Steve currently holds the following certifications/designations:

  • CFP®  (Certified Financial Planner).
  • CPWA® (Certified Private Wealth Advisor®)
    • Sophisticated solutions and highly-cultured strategies to meet the nuanced financial affairs of high-net-worth and UHN@ individuals.
    • Wealth Management Theory and Practice education through the Yale School of Management.
  • CIMA®(Certified Investment Management Analyst).
    • Advanced portfolio construction and investment management solutions.
    • Investment Management Theory and Practice education through the Yale School of Management.
  • RMA® (Retirement Management Advisor®).
    • Techniques and planning to help meet the requests of those near or in retirement.
  • CDFA™; when applicable.
    • Special circumstantial planning.

He is also an active member of the:

    • Estate Planning Council of Eastern New York.
    • Investments and Wealth Institute®.
    • Financial Planning Association (National and Northeastern New York).
    • IDFA®.

In terms of accolades:

  • Steve has been fortunate enough to receive the prestigious Forbes/Shook 2023 award of Best NextGen Advisors in the United States, ranking #37 overall out of more than 42,000 applicants.** 
  • In 2024, Steve was once again recognized by Forbes/SHOOK, this time being named to the list of Top High Net Worth Advisors in the U.S.**
  • In addition, Steve is a current member of LPL Financial's Summit Club. This prestigious award is presented to less than 1% of LPL Financial's approximately 22,000 advisors nationwide.

Steve and his wife, Kerri have three children: Charlotte, Jackson and Hannah.  He's an avid reader, traveler, and enjoys family activities.

**The Forbes ranking of Top Next-Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors born in or after 1980. Advisors are interviewed by telephone and in person to evaluate service models, investing process, experience levels and integrity. Additional factors considered include compliance record, client retention, revenues produced for their firms and assets managed. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.