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- Certified Financial Planner (CFP®)
- Comprehensive Financial Planning
- Wealth & Investment Advisory
Scott Kennedy, CFP®Analyst
Scott Kennedy is an analyst with Hillcrest Wealth Advisors. Scott has more than 20 years of experience in the financial planning and investment advisory field. Prior to joining the firm, Scott was a financial planner at several global investment management companies and a boutique advisory firm.
Scott has worked with a diverse range of clients, including high net worth individuals, family offices, trusts, foundations, corporate executives, and business owners. Scott provides comprehensive financial and investment planning. His expertise includes designing customized portfolios, formalizing investment policy statements, plan implementation, cost control of portfolio fees, investment due diligence and portfolio rebalancing.
Scott is a graduate of Gordon College with a B.A. in Business Administration and earned his Certified Financial Planner (CFP®) designation from the Certified Financial Planner Board of Standards.
Scott lives in Old Bridge, NJ with his wife and two sons.