Kevin Looby

Kevin Looby with over 20 years of wealth management experience, Kevin’s focus is on helping clients plan, prepare, and achieve their best financial future. Following an integrated wealth management process, he reviews and helps implement current and future planning needs such as investment management, tax planning, cash flow, insurance, and estate planning. As a fiduciary, Kevin works closely with accountants, estate attorney’s and insurance specialist to provide independent, unbiased advice in building or maintaining comprehensive financial plans for his clients.

Kevin is a (CFP) CERTIFIED FINANCIAL PLANNER certification is the standard of excellence in financial planning. CFP professionals meet rigorous education, training, and ethical standards, and are committed to serving their clients’ best interests today to prepare them for a more secure tomorrow.

Prior to Clapboard Hill Private Wealth, LLC, Kevin held the titles of Director of Financial Planning and Vice President at local Registered Investment Advisor firms. Kevin was also a Vice President, Regional Planning Consultant for Fidelity Investments in Manhattan, New York and several New Jersey branch locations where he garnered many awards and built a strong network of industry professionals.

Kevin enjoys golf, skiing and traveling with his family, as well as watching his kids enjoy lacrosse, soccer, and dance. Kevin, his wife Lori, and their two daughters reside in Madison, CT.