Leesburg, Investment Advisory Only

Kevin A. O’Neil – ChFC, AIF®

Financial Advisor

Kevin entered the financial services industry in 1980, has created and helped to grow a number of businesses in the Washington, DC area, during his career. Among his areas of experience are wealth management, risk management, employee benefits, estate planning, corporate retirement plans and personal retirement planning.

Experience:

  • Pacific Mutual
  • Mutual of New York
  • Kelly Insurance Agency
  • Capital Financial Group
  • Loudoun Investment Advisors
  • Piedmont Investment Advisors
  • Piedmont Independent Fiduciaries
  • Retirementplanning.guru
  • Rafalko Advisors

Education/Certifications:

  • Duquesne University, BA
  • Chartered Financial Consultant (ChFC)
  • American College of Financial Services
  • Accredited Investment Fiduciary (AIF)
  • fi360

Contact: