Uniondale / New York / United States
As a CERTIFIED FINANCIAL PLANNER™ and President of McKenna Financial Planning, I help manage assets for individuals, families, trusts, retirement plans, and businesses. It takes careful planning to pursue your goals. Such planning is not a single event. It's a process. As your life circumstances change, so must the investment strategies I use to keep you on course towards meeting your objectives. This is why I work with you, one on one, and focus on your specific goals. As an independent company of LPL Financial, I am free to choose the appropriate products and services that address my clients' needs because LPL Financial does not offer any proprietary products. This commitment to objective, conflict-free financial advice helps to preserve the integrity of my investment recommendations without having the pressures of Wall Street firm management.
Prior to establishing McKenna Financial PIanning in 2013, I worked for 16 years with PaineWebber/UBS, Smith Barney and Wells Fargo Advisors. I hold a Bachelor's degree in Finance from Hofstra University where I also earned All-Conference honors as a second baseman for the baseball team and was named Academic All-American. With an emphasis on continuing education, I earned the CERTIFIED FINANCIAL PLANNER™ practitioner designation from the College of Financial Planning in 2005. For this designation, I had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements.
Active in the local community, I participate in many civic and community organizations, including the Hofstra Pride Club, Big Brothers Big Sister of Long Island and the Rockville Links Club. Away from the office I enjoy playing golf and softball. My wife Ginny and I reside in Rockville Centre, NY with our three daughters Morgan, Francesca and Ginger.
