Brian Kennedy, CFP®
enjoys classic rock concerts
follows the NFL
is a season ticket holder for the UCONN Huskies men's basketball team
Brian Kennedy is a Financial Planner with CCR. In this role he gathers, organizes, and analyzes client data to develop financial plans. His prior experience includes 15 years at Commonwealth Financial Network in account supervision and investment consulting roles, as well as nearly 2 years as a Client Service Specialist during a previous tenure with CCR Wealth Management.
Brian is a CERTIFIED FINANCIAL PLANNER ™ professional and holds the Series 7, 66, 24, 31, and 53 Securities Registrations. He earned his Bachelor of Arts degrees in both Economics and Political Science from the University of Connecticut, as well as a Certificate in Financial Planning from Bryant University. Currently, he is pursuing the Chartered Financial Consultant® designation through the American College for Financial Planning.
Brian resides in Walpole with his wife, Emily, and two sons, Callum and Camden. He enjoys going to classic rock concerts, follows the NFL, and is a season ticket holder for the UConn Huskies men’s basketball team.