What is Cpfa Kevin Vaillancourt Chsa email address?

Cpfa Kevin Vaillancourt Chsa's primary email address is *************@ancora.net. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cpfa Kevin Vaillancourt Chsa work for?

Cpfa Kevin Vaillancourt Chsa is a VP, Family Wealth Advisor at Ancora Holdings Group, a company specializing in Investment advice.

Where Cpfa Kevin Vaillancourt Chsa graduated from?

Cpfa Kevin Vaillancourt Chsa holds a degree in Communication from Stonehill College.

How can I directly contact Cpfa Kevin Vaillancourt Chsa?

To contact Cpfa Kevin Vaillancourt Chsa directly, you can use the email address *************@ancora.net. Complete contact information is available upon registration with Muraena.

Who is Cpfa Kevin Vaillancourt Chsa?

Kevin Vaillancourt is a seasoned financial professional with nearly three decades of experience in investment advice and wealth management. Currently serving as the VP and Family Wealth Advisor at Ancora Holdings Group in Cleveland, Ohio, he specializes in developing tailored financial solutions for families, business owners, and institutions. His extensive background includes significant roles at Fidelity Investments and other notable companies, where he honed his skills in asset allocation and consultative selling. A graduate of Stonehill College, Kevin combines his communication expertise with a strong commitment to mentoring and professional development. He is passionate about enhancing retirement planning and investment strategies, ensuring his clients are well-equipped for their financial futures. Outside of work, Kevin is actively involved in non-profit board development, reflecting his dedication to community engagement and leadership.