
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
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