Allworth Financial
Kevin Magnus Duffy, CFP® MSF, is a seasoned financial advisor with extensive experience in wealth management. Currently at Allworth Financial since December 2015, Duffy has previously held positions as a Wealth Management Advisor at TIAA-CREF and as a VP-Financial Consultant at Charles Schwab. Their career began at Fidelity Investments, where Kevin Magnus served as VP Senior Account Executive for over a decade. Duffy holds a Master of Science in Finance from The George Washington University, a Certified Financial Planning degree from Georgetown University, and a Bachelor of Science in Business with a focus on Finance from Mount St. Joseph University.
This person is not in the org chart
Allworth Financial
Award-winning Allworth Financial is an education-based fiduciary investment management and comprehensive financial planning firm. For over three decades, Allworth has provided tens of thousands of clients nationwide with sound insights and personalized guidance about investing, estate planning, Social Security strategies, money-saving tax planning, retirement preparation, and more. HMRN Insurance Agency, LLC license #0D34087