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Get Yourself Set for Retirement with Kevin Cavanna
Kevin Cavanna holds an MBA from Alvernia University in addition to a B.S. degree and A.S. degree from The Pennsylvania State University. He is a Navy veteran who trained at The Naval Special Warfare Center in Coronado, CA and The Navy and Marine Corps Intelligence Training Center in Dam Neck, VA. He is also a graduate of the U.S. Air Force Law Enforcement Academy in San Antonio, TX. He worked as an Intelligence Specialist on a NATO base in Greece both pre and post 9/11 where he held a TSSI Clearance (Top Secret with access to Sensitive Compartmentalized Information). He holds various securities registrations and insurance licenses in addition to being a Certified Retirement Counselor. Kevin is also an active member of the Spring Township Lions Club.
Kevin began his career as a Financial Advisor with Wachovia Securities. He spent another decade at Wells Fargo after Wachovia was purchased by Wells Fargo during the financial crisis of 2007-08. He left Wells Fargo in late 2017 to join Good Life Financial Advisors - a firm he felt was in alignment with his own high standards of both ethics and excellence. Over the years, Kevin molded his practice into one that provides highly personalized financial and investment advice for individuals, families, and small businesses. He prides himself on providing a high level of service for a limited number of clients that fit certain demographic and asset criteria.
Kevin tailors his advice depending on each client’s unique needs, goals, and expectations. He addresses their financial concerns and develops strategies by focusing on each individual’s specific requirements. He articulates his strategies and investment decisions in a way that his clients can clearly and easily understand. With extensive experience throughout major shifts in the markets, Kevin has dedicated his career to delivering the personalized investment planning services that his clients deserve.
Kevin traveled broadly during his time in the Navy which further helped him understand different cultures and economies. He was stationed in Greece when they switched from the Drachma to the Euro and learned about international currency markets first hand. While his time in the service instilled military discipline and ethos, it also further solidified him in the Navy’s core values of honor, courage, and commitment.
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Kevin Cavanna holds an MBA from Alvernia University in addition to a B.S. degree and A.S. degree from The Pennsylvania State University. He is a Navy veteran who trained at The Naval Special Warfare Center in Coronado, CA and The Navy and Marine Corps Intelligence Training Center in Dam Neck, VA. He is also a graduate of the U.S. Air Force Law Enforcement Academy in San Antonio, TX. He worked as an Intelligence Specialist on a NATO base in Greece both pre and post 9/11 where he held a TSSI Clearance (Top Secret with access to Sensitive Compartmentalized Information). He holds various securities registrations and insurance licenses in addition to being a Certified Retirement Counselor. Kevin is also an active member of the Spring Township Lions Club.
Kevin began his career as a Financial Advisor with Wachovia Securities. He spent another decade at Wells Fargo after Wachovia was purchased by Wells Fargo during the financial crisis of 2007-08. He left Wells Fargo in late 2017 to join Good Life Financial Advisors - a firm he felt was in alignment with his own high standards of both ethics and excellence. Over the years, Kevin molded his practice into one that provides highly personalized financial and investment advice for individuals, families, and small businesses. He prides himself on providing a high level of service for a limited number of clients that fit certain demographic and asset criteria.
Kevin tailors his advice depending on each client’s unique needs, goals, and expectations. He addresses their financial concerns and develops strategies by focusing on each individual’s specific requirements. He articulates his strategies and investment decisions in a way that his clients can clearly and easily understand. With extensive experience throughout major shifts in the markets, Kevin has dedicated his career to delivering the personalized investment planning services that his clients deserve.
Kevin traveled broadly during his time in the Navy which further helped him understand different cultures and economies. He was stationed in Greece when they switched from the Drachma to the Euro and learned about international currency markets first hand. While his time in the service instilled military discipline and ethos, it also further solidified him in the Navy’s core values of honor, courage, and commitment.