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Lewer Financial Advisors
New Orleans, Louisiana

Kevin Keleher

ChFC®, CLU®
Accumulation, Management and Distribution

Meet Kevin

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Introduction - Kevin Keleher
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Financial Planning - Kevin Keleher
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Social Security - Kevin Keleher
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Income Distribution - Kevin Keleher
Video Transcripts

Kevin has been in the Financial Services Industry for 30 years. He has been with the Lewer Companies for 25 years. Prior to joining Lewer Kevin worked for a Wall Street Investment firm for five years.

Kevin graduated from Loyola University with a degree in Finance. He received the Designations of Chartered Financial Consultant (ChFC), Certified Life Underwriter (CLU) and Chartered Advisor for Senior Living (CASL) from The American College.…

Kevin has been in the Financial Services Industry for 30 years. He has been with the Lewer Companies for 25 years. Prior to joining Lewer Kevin worked for a Wall Street Investment firm for five years.

Kevin graduated from Loyola University with a degree in Finance. He received the Designations of Chartered Financial Consultant (ChFC), Certified Life Underwriter (CLU) and Chartered Advisor for Senior Living (CASL) from The American College. He is also the former National Sales Director for The Lewer Agency. Lewer is a 60 year old, family owned firm with affinity accounts such as major oil distributors for Texaco, Conoco, BP, Shell and Exxon. They are also the preferred vendor franchise owners of 7-Eleven, Kiddie Academy and dealers associated with Purina, Shaw Flooring and Hallmark Cards.
Kevin is a firm believer in a sound financial plan that gets all of a persons’ strategies working cohesively together. He focuses on both the accumulation stage of a person’s assets but just as importantly on the tax efficient Income Distribution stage while also integrating Social Security claiming strategies. He believes that how much time till these assets are needed will dictate where they should be invested.

According to Kevin, managing wealth isn’t mysterious nor is it any sort of dark art…like voodoo. It’s science, or to be more precise, it’s financial science. Success in managing money or financial planning requires discipline, organized planning and fact-based, academic research to achieve sustainable results. He also believes expenses matter…a lot!

Kevin believes that communicating opportunities, educating clients and helping simplify financial complexities brings the ultimate value to the client. Additionally, perhaps the most valuable attribute an advisor can bring is that of financial courage. As Kevin says, “it’s my job to get you to stay-the-course” even when it’s uncomfortable for my clients.”

Kevin has been published in the Kansas City Business Journal periodical and has clients across the country with a specific concentration in the New Orleans metropolitan area where Kevin is located.


Services offered

Investment Management
Financial Planning
Investment Consulting
Retirement Planning
Estate Planning
Insurance Management
Employer Sponsored Retirement Plans

Experience with

Small business owners
Medical professionals
Families

Fee structure

Fee & Commission

Certifications and licenses

ChFC® - Chartered Financial Consultant®
CLU® - Chartered Life Underwriter®

Education

Bachelors - Loyola University New Orleans
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