portrait of Kevin Neaves
FINANCIAL ADVISOR

Kevin Neaves

CFP®, ChFC®, CPWA®, CIMA®, CEPA®, CFA®, RICP®, ABFP™, CLU®, AAMS™, ADPA™, CRPC™, AWMA™, SE-AWMA™, CRPS™, CSRIC®
190 Christopher Columbus Dr, Suite 4b, Jersey City, NJ 07302opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Sustainable investing
  • Insurance & Annuities
  • LGBTQ+ Finances
  • New Investors

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • CPWA®

    Certified Private Wealth Advisor®

  • CIMA®

    Certified Investment Management Analyst®

  • CEPA®

    Certified Exit Planning Advisor®

  • CFA®

    Chartered Financial Analyst®

  • RICP®

    Retirement Income Certified Professional®

  • ABFP™

    Accredited Behavioral Finance Professional™

  • CLU®

    Chartered Life Underwriter®

  • AAMS™

    Accredited Asset Management Specialist™

  • ADPA™

    Accredited Domestic Partnership Advisor™

  • CRPC™

    Chartered Retirement Planning Counselor™

  • AWMA™

    Accredited Wealth Management Advisor™

  • SE-AWMA™

    Sports and Entertainment Accredited Wealth Management Advisor™

  • CRPS™

    Chartered Retirement Plans Specialist™

  • CSRIC®

    Chartered SRI Counselor™

Personal Interests

  • Running
  • Volunteering
  • Community Outreach
  • Social Responsibility
  • Tennis

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(551) 261-3157

Fax

(877) 657-6598

Office Address

190 Christopher Columbus Dr
Suite 4b
Jersey City, NJ 07302opens in a new window

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