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my background

KJDshim Kevin J. Donnelly, M.B.A., CFP™

position: I am the president of K.J. Donnelly & Co., Inc. I have extensive experience in providing counseling and management services to help clients strengthen their financial security.

financial planning credentials: I am Certified Financial Planner™ Professional with 18 years of experience working with clients to help them achieve their financial objectives.

education: M.B.A. in Finance and Accounting from Columbia University.

prior experience: Prior to starting K.J. Donnelly & Co., Inc., I worked as a financial consultant with CIGNA and Arthur Andersen & Co.

 

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shim