Kevin J. Shiltz, CFP®, RICP®
CERTIFIED FINANCIAL PLANNERTM Professional
Thank you for taking the time to visit my website.
I am a financial consultant in the Rochester, NY branch of Equitable Advisors. I began my career at Equitable in 2007 after graduating from the University at Buffalo where I majored in Business Administration with concentrations in accounting and finance.
Since starting my practice, I have built a strong presence in the employer-sponsored retirement plan market. My job is to help clients save for the future and protect against obstacles along the way.
I'm part of a team that includes financial professionals specializing in estate planning, business continuation planning, and long term care insurance. My clients have full access to this team which ensures they are always speaking with an expert in their particular area of concern.
I hold my Series 7, 24, 66 and New York State Life, Accident, and Health licenses. I have been invited to join the Million Dollar Round Table, a distinguishing career milestone. Invitees have demonstrated exceptional knowledge and client service. In addition, I have earned the Retirement Income Certified Professional (RICP®) designation through The American College.
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