Kevin J. Neiley, ChFC®, CLU®
As a Financial Advisor with Foundations Financial Partners, LLC, Kevin specializes in providing comprehensive financial planning, including insurance and investment solutions, with a focus on building long-lasting relationships. Kevin holds his FINRA Series 7 and 66 registrations and is a licensed life, accident, and health insurance professional. He has also attained the professional designations of Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter® (CLU®).
Kevin received his Bachelor of Arts degree in Government from Dartmouth College in 2018. At Dartmouth, he was named to the Academic All-Ivy Team (2015-2017) for excelling both on the hockey team and in the classroom. He also served as president of his fraternity in his senior year.
Since starting his practice in 2019, Kevin has become an integral member of our team. Not only has he succeeded in helping people find financial security and reach their goals, but he has also taken on a leadership role within the firm, mentoring newer advisors and supporting senior management.
“As a Financial Advisor, I appreciate that everyone is unique. I take time to understand each client’s individual financial needs and develop customized strategies to help them reach their goals. I strive to deliver a comprehensive experience, offering insight and guidance while making sure each decision made is thoroughly understood. I'm passionate about education and firmly believe that financial knowledge is a valuable tool for all individuals.”
Kevin currently resides in Perkasie, PA with his wife, Molly, and husky, Riggins. He enjoys playing hockey, golfing, reading and spending time with his family and friends.
“In my walks, every [person] I meet is my superior in some way, and in that I learn from [them].” - Ralph Waldo Emerson