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Mini kevin farrel headshot 7
Farrell Financial Inc.
Thousand Oaks, CA

Kevin Farrell

CFP®, FPA, MBA

Meet Kevin

Introduction - Kevin Farrell
Introduction - Kevin Farrell
Video Transcripts

Kevin has provided quality service and products in the financial services industry since 1993. As a testament to the level of service provided most of those early clients are still with him.

Kevin works with businesses, business owners and individuals providing complete comprehensive or targeted financial plans. Kevin then works with clients to implement the plan by choosing the right financial product so that client goals and dreams may be…

Kevin has provided quality service and products in the financial services industry since 1993. As a testament to the level of service provided most of those early clients are still with him.

Kevin works with businesses, business owners and individuals providing complete comprehensive or targeted financial plans. Kevin then works with clients to implement the plan by choosing the right financial product so that client goals and dreams may be achieved.

Kevin was raised in Massachusetts but upon graduating from Umass, Amherst he took 2 months to drive across this great country to see first-hand the wonders that it holds.

Upon arrival in Los Angeles the car broke down and he has been in LA ever since and likely will remain unless that car ever gets fixed.

In LA, Kevin met his wife, Stephanie. They now live in Thousand Oaks, CA with their two daughters. He enjoys spending time with his family, running and following the Boston Red Sox.

Educational Background
Bachelor’s Degree from the University of Massachusetts, Amherst.

Master’s in Business Administration (MBA) from California State University Northridge.

CERTIFIED FINANCIAL PLANNER™ (CFP®) from the CFP Board of Standards, Washington D.C.


Services offered

Investment Management
Financial Planning
Retirement Planning
College Planning
Insurance Management

Experience with

Small business owners
Legal professionals
Business executives

Fee structure

Fee & Commission

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Memberships

NAPFA - National Association of Personal Financial Advisors
FPA - Financial Planning Association

Education

MBA
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