Kevin Dooley
Kevin Dooley - Experienced Financial Professional Based in Florida
The principal of the Private Client Group, LLC, Kevin Dooley concentrates on areas ranging from risk management to retirement planning. Previously, Kevin Dooley earned a Bachelor of Science in finance from Drexel University in Philadelphia, Pennsylvania.
Moreover, Mr. Dooley completed courses through Harvard University focused on modern portfolio theory and investor psychology. He has received numerous honors, including membership in the Million Dollar Round Table and induction into the Equitable Advisors Hall of Fame.
In January 2006, Kevin Dooley earned the Certified Financial Planner® professional (CFP®) designation. This certification represents a comprehensive course of study covering financial planning principles, risk management, retirement planning, and ethical standards.
Furthermore, Mr. Dooley earned the Equitable Advisors title of Retirement Planning Specialist in May 2007 based on his Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania This tailored program provided him with education focused on retirement planning strategies and frameworks. The program reinforced an academic approach to planning, which aligned with his emphasis on applying proven financial theories and structured research to professional practice.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. Kevin Dooley (CA Insurance Lic. #: INSERT NUMBER) offers securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), offers investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor, and offers annuities and insurance through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC). The Private Client Group is not owned operated by Equitable Advisors or Equitable Network. PPG- 8780720.1(02/26)(exp.02/30)
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Miami, FL US