Kevin Leahy, CPA, CFP®

Kevin Leahy, CPA, CFP®, has a diverse work experience spanning over two decades. Kevin is the Founder, President, and CEO of Connecticut Wealth Management, LLC, where they provide independent and objective fee-based financial planning and investment advisory services. Prior to this, Kevin served as the CEO of KR Wealth Management, LLC for nine years. Kevin has also worked as a Manager of Estate and Financial Planning at O'Connor & Drew, P.C., a Financial Planner at RINET Company, LLC, and a CPA at KPMG US. Kevin's extensive experience in financial planning and wealth management makes him a highly qualified professional in their field.

Kevin Leahy, CPA, CFP®, holds a Bachelor of Arts (BA) degree in Accountancy from Providence College, which they obtained from 1989 to 1993. Kevin also pursued a Master of Science (MS) degree in Taxation and Financial Planning from the D'Amore-McKim School of Business at Northeastern University, although the specific years of study are not provided. Additionally, Kevin possesses additional certifications, including the Certified Financial Planner® (CFP), Certified Investment Management Analyst®, Certified Public Accountant (CPA), and Series 65, although the institutions and years of obtaining these certifications are not specified.