Kevin S. Morin
Cfp @Morin Associates, Llc
New London County, CT, US
EMAILS
k••••••••@morinassociates.com
MOBILE NUMBERS
+18•••••••79
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WORK HISTORY
Jul 1984 — Present
Cfp @Morin Associates, Llc
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EDUCATION
1981 — 1983
Northeastern University
Bachelor's degree, Economics/finance
1978 — 1980
Umass Amherst
Economics
SKILLS
Estate PlanningSmall BusinessWealth ManagementPortfolio ManagementFinancial PlannersWealthWhole LifeSeries 24Strategic Financial PlanningPensionsDisability InsuranceEmployee BenefitsTerm Life Insurance401k RolloversRetirement PlanningFinancial AdvisoryUniversal LifeFinancial PlanningHealth InsuranceWealth Management ServicesInsuranceAsset AllocationLife InsuranceInvestment AdvisorySecuritiesRetirementFinanceWealth AccumulationMutual Funds401kFixed AnnuitiesLong-Term CareInvestment StrategiesSeries 63InvestmentsSeries 7Financial ServicesIras
ABOUT KEVIN S. MORIN
My goal is to create innovative and cost effective benefit solutions based on customer…
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