- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Albany, NY 12205
Kevin McLoughlin is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
Kevin McLoughlin, CFP® began his financial services career in 2006 in Washington, D.C. at Hopwood Financial Services, Inc. In 2017 he joined Arista Wealth Advisors LTD. as a Senior Wealth Advisor. Kevin is a Certified Financial Planner™ professional with a B.S. in Finance from St. Joseph’s University (Philadelphia, PA) and an Executive Certificate in Financial Planning from Georgetown University (Washington, D.C.).
With a diversified professional background in financial planning, investment management, and management consulting, he enjoys working with individuals and families to strategize and achieve their life and financial goals. Kevin has accomplished this by developing customized plans and investment portfolios reflective of those goals while continuously managing risk.
Professional Association memberships include:
- Member, Financial Planning Association (FPA)
- Member, FPA Northeastern New York Chapter (FPA NENY)
- NAPFA-Registered Financial Advisor, National Association of Personal Financial Advisors (NAPFA)
Kevin and his wife, Susan, moved to the Capital District from the Nation’s Capital over a year ago. Susan is a Bethlehem native. They enjoy spending time with their son, Patrick (1 y/o) and their dog, Seamus, as well as, exploring the area’s many state and national parks.