My Qualifications

Kevin Krym, CFP®
CERTIFIED FINANCIAL PLANNERTM | Raymond James Registered Principal | 
Investment Advisor Representative | 
Co-Branch Manager, Raymond James, Livonia, MI branch

 

 

About Kevin Krym:

  • Central Michigan University, 1990, BSBA, Economics
  • PaineWebber | UBS Financial Services, 1991-2002
  • (UBS Financial Services acquired PaineWebber in July 2000)
  • Raymond James Financial Services, Inc., 2002 – to present
  • Boston University, 2011, Certificate in Financial Planning
  • Certified Financial Planner Board Exam, 2011
  • Ongoing education to maintain certifications and licensing

Focus: Portfolio Management, Retirement Income Planning, Business Retirement Accounts, Comprehensive Financial Planning, Estate Planning, Education Saving Accounts

Licensed States: AZ, CA, CO, FL, GA, HI, IL, MI, MS, NV

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“Financial success is a comprehensive game plan linking many aspects of financial management together to create a cohesive financial plan across the spectrum of different financial expertise, including; portfolio management, tax planning, insurance planning and estate planning to preserve all the hard efforts.”