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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
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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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