
Kevin Worthley
Executive Vice President
Wealth Management Resources Inc
United States, Rhode Island, Smithfield
About Me
Kevin Worthley is a CERTIFIED FINANCIAL PLANNER™ practitioner and formerly held the Certified Divorce Financial Analyst (CDFA) and Certified College Planning Specialist (CCPS) designations. He graduated from the University of Miami with a BA in Economics. Kevin provides financial planning services to individuals, families, and small business owners, helping them navigate the financial seas to reach their goals and aspirations. He has extensive experience and expertise in college planning, helping families who face the daunting challenge of financing higher education. Kevin was a 20-year member and Board Director of the RI chapter of the Financial Planning Association. He also served as a p
Profile Information
Executive Vice President
Wealth Management Resources Inc
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Smithfield
Rhode Island
United States
May 15, 2024
More profiles to browse

Scott Everly
Executive Vice-President

Arthur C Everly
Co-Founder, President & Principal
Todd Casazza
Senior Vice President and CERTIFIED FINANCIAL PLANNER™
Patrick Diamond
Vice President and Certified Financial Planner™
You Might Like
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
PM
Prtima MISHRA1
Software Engineer
PA TEST
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
PG
Patricia Gee
Operations
Manhattan Family Office