Kevin T. Haines
Financial Planner @Prudential Financial
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WORK HISTORY
Financial Planner @Prudential Financial
Assists in the clarification, understanding and quantification of client’s financial goals and needs.• Assists clients in gathering the information needed to prepare the financial plan.• Creates a financial plan that provides information and strategies to help clients make better informed financial decisions.• Educates clients on solutions to the potential hidden risks that may disrupt their financial plan.• Meets with family members, executors, and other advisors to discuss the clients’ financial plan, if desired, for a concerted effort.• Periodically updates the clients’ financial plan, if desired, to help clients adjust due to our ever-changing environment.
EDUCATION
The American College of Financial Services
Retirement Income Certified Professional (RICP®), Financial Planning and Services
Stanford University
Executive Strategy
University of Iowa
BS General Science (Math & Computer Science emphasis), Math & Computer Science
UCLA Anderson School of Management
MBA
SKILLS
ABOUT KEVIN T. HAINES
Life is constantly in motion. Because of the constant movement, financial decisions can…
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