Kevin Peacock
CFP®, CAIA®, EA
Astra Wealth Partners
Managing Member
Kevin Peacock
CFP®, CAIA®, EA
Astra Wealth Partners
Managing Member
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Kevin Peacock, CFP®, CAIA®, EA
Fee-Only financial planner located in Jersey City, NJ, serving clients locally and across the country
Kevin Peacock is a Jersey City, NJ fee-only financial planner. Astra Wealth Partners provides proactive tax planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Kevin Peacock is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
I’m Kevin Peacock, principal of Astra Wealth Partners. I am committed to taking the time to listen and understand the nuances of your goals, preferences, needs, and challenges. Based on our discussions, we will collaborate to create your personalized roadmap to financial independence.
I am a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and also hold the Chartered Alternative Investment Analyst® designation. I began my career in Ernst and Young’s tax practice upon receiving a Bachelor of Science in Accountancy from Villanova University. I went onto earn an MBA through study at Monmouth University and WHU – Otto Beisheim School of Management. I also received a Master of Science in Financial Engineering from Stevens Institute of Technology.
I enjoy spending time with my wife, Jamie, and daughter, Riley, in my free time. I am an avid Villanova basketball fan who enjoys an occasional round of golf and volleyball.
Kevin Peacock 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.
Astra Wealth Partners provides personalized wealth management services through a holistic view of your finances.
We believe everyone’s unique circumstances require a customized approach to meet their full potential. We develop a cohesive strategy for clients that integrates tax optimization, financial planning, and investments through our in-depth quantitative approach.
We are proud to be a fee-only, independently-owned firm that acts as a fiduciary for our clients at all times. This means that we are not compensated through commissions paid for selling financial products. We are not incentivized to make decisions regarding investment product recommendations that may conflict with the best interests of our clients. We are not bound to a specific set of financial products and are able to consider a wide variety of solutions for our clients.
AWP was co-founded by Kevin Peacock and Michael Schupak. After growing their respective firms separately over a number of years, they realized that they could provide even more value to clients by joining forces. Their clients would benefit from their combined knowledge and past experience.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirement Savings
Ideal Clients
- Physicians
- Dentists
- Business Owners and Executives
- Financial Professionals
- Knowledgable Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Kevin Peacock is a NAPFA-Registered Financial AdvisorThe 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.
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Kevin Peacock is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Kevin Peacock is a Chartered Alternative Investment Analyst® (CAIA®)Chartered Alternative Investment Analyst® (CAIA®) is a professional designation offered by the CAIA Association to investment professionals who complete a course of study and pass two examinations. The "alternative investments" industry is characterized as dealing with asset classes and investments other than standard equity or fixed income products. Alternative investments can include hedge funds, private equity, real assets, commodities, and structured products. The CAIA curriculum is designed to provide finance professionals with a broad base of knowledge in alternative investments.
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Kevin Peacock is an Enrolled Agent (EA) with the IRSAn enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.
Contact Kevin Peacock
Office Locations:
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99 Madison Ave
5th Floor
New York, NY 10016 -
101 Hudson Street
21st Floor
Jersey City, NJ 07302
