Kerry Cowan is a Certified Public Accountant and Certified Financial Planner with over 30 years of experience in the financial services industry. He takes a disciplined, values-based approach to investing and client relationships, grounded in an unwavering commitment to integrity.
Kerry works closely with clients to create personalized financial strategies aligned with their goals and life priorities. He helps individuals plan for retirement through wealth accumulation and risk management, and provides guidance throughout retirement with income distributions planning and portfolio oversight. He also advises on estate planning, insurance coverage, and education funding strategies. Kerry believes in a tactical and proactive approach to investment management, always focused on helping clients make informed, confident decisions.
He holds Securities series 7,24 and 66 registrations through LPL financial, and is licensed for Life and Health Insurance in the state of Kentucky.