Steve Kennedy, CFP®, 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).
- 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).
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.
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.