Kevin J. Small, CFP®, CLU, AIF®, ChFC®
Kevin Small has worked in the financial services industry since 2012. Prior to Capital Management Group, he was a financial consultant with AXA Advisors. In this position, he worked with a team of financial professionals to provide financial guidance and customized strategies to individuals and small businesses.
Small graduated from the University of Miami with a Bachelor of Business Administration Finance with a minor in sports administration. He has obtained the CERTIFIED FINANCIAL PLANNER™ professional – (CFP®) and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements, Chartered Life Underwriter (CLU) designation, and the Accredited Investment Fiduciary (AIF) designation. He holds a FINRA Series 7 and 66 securities registration and a Life, Health and Disability Income insurance license.
He lives in Northford, CT, with his wife Lauren and son Luca. In his free time, he enjoys golf, basketball, football, and spending time with family and friends.
CA Insurance Lic. # 0K84741.