CFA®, CFP®, CKA®
Cornerstone Financial Management LLC
Partner, Wealth Manager
As you journey through life, financial decisions become more complex, and hard to navigate alone. We partner with you to create a financial plan and investment strategy that gives you clarity, confidence, and financial peace.
Meet Kevin Arruda
Kevin Arruda is a fee-only financial planner. Cornerstone Financial Management LLC provides comprehensive financial planning to help clients plan for their financial future. As a fee-only, fiduciary, and independent financial advisor, Kevin Arruda is never paid a commission of any kind, and works only for the client - not a broker, insurance company, or bank.
Kevin Arruda is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
Kevin Arruda is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Kevin Arruda
650 Ten Rod Rd
North Kingstown, RI 2852
67 South Bedford Street
Suite 400 West
Burlington, MA 01803