ck****@th****.edu & No phone number available.

Kevin Auerbach Chfc Clu

Kevin Auerbach is a Chartered Financial Consultant and a Chartered Life Underwriter with over 30 years of experience... | Narberth, Pennsylvania, United States

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Kevin Auerbach Chfc Clu’s Emails ck****@th****.edu

Kevin Auerbach Chfc Clu’s Phone Numbers No phone number available.

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Kevin Auerbach Chfc Clu’s Location Narberth, Pennsylvania, United States

Kevin Auerbach Chfc Clu’s Expertise Kevin Auerbach is a Chartered Financial Consultant and a Chartered Life Underwriter with over 30 years of experience in the financial services industry. He is an experienced estate planner who works closely with business owners, high net-worth families, pensions, and non-profit organizations. Kevin is a graduate of the Fox School of Business at Temple University where he studied Risk Management and Insurance and Law. Kevin began his career in 1993 as a special risks underwriter for the CNA Insurance Company in Chicago and Philadelphia. Upon exiting his career as an underwriter, he spent three years as an estate planner with Sagemark Consulting. Kevin held the position of General Securities Principal/Owner of an LPL Financial Services branch office in addition to running his own RIA for over 10 years. Kevin taught investments as an Adjunct Instructor at the American College of Financial Services, and is currently pursuing his Certified Financial Planning (CFP) designation. Kevin has a passion for animals and volunteers for Main Line Animal Rescue in Chester Springs. He is married and has three children and three dogs.

Kevin Auerbach Chfc Clu’s Current Industry Brookstone Capital Management

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Work Experience

Brookstone Capital Management

Investment and Insurance Management

Tue Nov 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Dec 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time)

Ellis Investment Partners

Financial Planning & Portfolio Consultant

Fri Jan 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Dec 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)

The American College Of Financial Services

Adjunct Instructor

Thu Oct 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Present

Capital Management

Senior VP Private Wealth Group

Wed Jan 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Dec 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)

Auerbach Investment Services

Investment and Insurance Management

Mon May 01 1995 00:00:00 GMT+0000 (Coordinated Universal Time) — Present

Kma Financial

Owner

Mon May 01 1995 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Dec 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)

Cna Insurance

Special Risks Underwriter

Wed Jan 01 1992 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Apr 01 1995 00:00:00 GMT+0000 (Coordinated Universal Time)

Skills

Languages

Kevin Auerbach Chfc Clu Email Addresses

ck****@th****.edu Work Email

ck****@th****.edu Personal Email

ke****@el****.com Personal Email

ke****@th****.edu Personal Email

FAQ About Kevin Auerbach Chfc Clu

Kevin Auerbach Chfc Clu is located at
Narberth, Pennsylvania, United States

Kevin Auerbach Chfc Clu is a
Kevin Auerbach is a Chartered Financial Consultant and a Chartered Life Underwriter with over 30 years of experience in the financial services industry. He is an experienced estate planner who works closely with business owners, high net-worth families, pensions, and non-profit organizations. Kevin is a graduate of the Fox School of Business at Temple University where he studied Risk Management and Insurance and Law. Kevin began his career in 1993 as a special risks underwriter for the CNA Insurance Company in Chicago and Philadelphia. Upon exiting his career as an underwriter, he spent three years as an estate planner with Sagemark Consulting. Kevin held the position of General Securities Principal/Owner of an LPL Financial Services branch office in addition to running his own RIA for over 10 years. Kevin taught investments as an Adjunct Instructor at the American College of Financial Services, and is currently pursuing his Certified Financial Planning (CFP) designation. Kevin has a passion for animals and volunteers for Main Line Animal Rescue in Chester Springs. He is married and has three children and three dogs. Brookstone Capital Management

Kevin Auerbach Chfc Clu currently works in the
Brookstone Capital Management

Kevin Auerbach Chfc Clu specializes in
Kevin Auerbach is a Chartered Financial Consultant and a Chartered Life Underwriter with over 30 years of experience in the financial services industry. He is an experienced estate planner who works closely with business owners, high net-worth families, pensions, and non-profit organizations. Kevin is a graduate of the Fox School of Business at Temple University where he studied Risk Management and Insurance and Law. Kevin began his career in 1993 as a special risks underwriter for the CNA Insurance Company in Chicago and Philadelphia. Upon exiting his career as an underwriter, he spent three years as an estate planner with Sagemark Consulting. Kevin held the position of General Securities Principal/Owner of an LPL Financial Services branch office in addition to running his own RIA for over 10 years. Kevin taught investments as an Adjunct Instructor at the American College of Financial Services, and is currently pursuing his Certified Financial Planning (CFP) designation. Kevin has a passion for animals and volunteers for Main Line Animal Rescue in Chester Springs. He is married and has three children and three dogs.

Kevin Auerbach Chfc Clu speaks the following languages:
No languages available.

Kevin Auerbach Chfc Clu has prior experience in the following industries:
Brookstone Capital Management , Ellis Investment Partners , Capital Management , Kma Financial , Cna Insurance

Kevin Auerbach Chfc Clu has the following professional experience:
Brookstone Capital Management , Ellis Investment Partners , The American College Of Financial Services , Capital Management , Auerbach Investment Services , Kma Financial , Cna Insurance .