Kevin Sasena
Senior Principal at Cerity Partners
- Role
- Senior Principal at Cerity Partners
- Location
- Indianapolis, IN, US
- LinkedIn followers
- 500 followers
About Kevin Sasena
Most professionals and business owners spend their time working on a career and more importantly with family. Personal finances can take a backseat which creates uncertainty. We help you meet your lifestyle objectives. When life altering events, markets, or the economy deliver unexpected challenges, we are there. We have consistently demonstrated the ability to assist clients in the creation, management, and preservation of substantial assets. Our commitment is assisting our clients achieve success. We leverage our vast expertise and resources to offer personalized wealth management solutions. We work with accomplished individuals and their families over a long-term horizon. Have you considered the following: Are you concerned about preserving and passing on your wealth to future generations? Do you know if you have taken advantage of all tax planning opportunities? Are you afraid of losing your job and the potential loss of lifestyle that comes with it? Do you have a clear understanding of your entire financial picture into one comprehensive plan? Is your net worth heavily concentrated in company stock and you\'re not sure how to diversify it? Have you recently assessed your portfolio to see how it would perform if we were to face another market downturn?When it comes to retirement, have you gone over the best and worst case scenario in order to retire comfortably and maintain your desired lifestyle?How will you generate income in retirement? Are you currently on the path to retiring on time?Are you concerned about how your current financial advisor is managing risk?These are a few of the challenges we can help you overcome. We help our clients prioritize andplan for retirement and navigate the complexities of intergenerational wealth. Our team ismulti-disciplined and talented at offering advice and guidance on everything from investmentmanagement and retirement planning to family matters including estate planning, generationalwealth and legacy planning with risk management as our utmost priority.
Experience
Senior Principal
Sep 2024 — Present · Indianapolis, IN, US
Education
Indiana University - Kelley School of Business
Master of Business Administration (MBA), Finance
2016 — 2018
Butler University
B.S, Finance
2009
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