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SK

Sally A. Kennedy

REAL FINANCIAL PLANNING
Guilford, CT 06437
Some features on this profile are disabled
CRD#: 6193701
SK

Professional summary

Sally Ann Kennedy, CFP®, who also goes by Sally Ann Agnew, Sally Ann Massey, is a registered financial advisor currently at REAL FINANCIAL PLANNING, LLC located in Guilford, Connecticut.

Sally is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Sally has worked at 1 firm and has passed the Series 65 exam.

Biography

Sally Kennedy is a CERTIFIED FINANCIAL PLANNER™ as designated by the Certified Financial Planner Board of Standards, Inc.  She holds a Certificate in Financial Planning from Boston University.  She is also an IRS Enrolled Agent - which means she is a federally licensed tax practitioner.  Sally has a Bachelor of Science degree in Industrial and Systems Engineering (a major which applies engineering methods to business economics) from Ohio State University and a Master of Arts in German Literature from Middlebury College.  She was also a successful software engineer for many years.
top-8-questions

Question & Answer

What are your service offerings?
Retirement Planning
Estate Planning
Insurance Planning
Tax Planning
Comprehensive Financial Planni...
Investment Planning
Employee and Employer Plan Ben...
Do you have an area of expertise or specialization?
Divorce Planning
Fixed Fee (Subscription, Retai...
Investment Advice without Ongo...
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Tax Planning
Are you a "fiduciary"?
Yes

Aliases

Sally Ann Agnew | Sally Ann Massey

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Tax preparation

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sally Ann Kennedy's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2014

Experience

Current

July 2, 2013 - Present

REAL FINANCIAL PLANNING, LLC

Office #1: 705 Boston Post Road, Guilford, CT 06437
RIA
CRD#: 167877
Guilford, CT

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Connecticut
(7/2/2013)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/18/2013
Uniform Investment Adviser Law Examination

Current Firm

REAL FINANCIAL PLANNING, LLC
REAL FINANCIAL PLANNING, LLC
REAL FINANCIAL PLANNING, LLC | REAL FINANCIAL PLANNING, LLC / SALLY ANN KENNEDY

CRD#: 167877 / SEC#:

Connecticut
Registered Investment Advisory firm - (7/2/2013 Approved)
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Contact information

Main Address
705 Boston Post Road, Guilford, CT 06437
Mailing Address
Phone number
(203) 909-1012
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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Company Information

REAL FINANCIAL PLANNING, LLC

REAL FINANCIAL PLANNING, LLC

CRD#: 167877Guilford, CT 06437

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