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Who We Are


Many Alamedans know Kevin. After all, he's been a columnist for the Alameda Journal, hosted a business show on cable television, and is serving his third consecutive term as the elected City Treasurer (first elected in 2000). He knows his neighbors - through the Kiwanis and Elks, through his son Ryan's school and the friendships he and his wife Teri have made.

In fact, Kevin knows Alameda and its people perhaps better than any other financial advisor. When financial transitions arrive, he's there to listen, understand, and recommend solutions that help them protect their lifestyle.  

Rather than trying to be everything to everybody, Kevin has niched his business around the needs of his neighbors. If they're new arrivals, he knows why they've moved to Alameda; if they've grown up in the city, he's seen many of the changes they've experienced, and local real estate and economic cycles. He works independently, reserving his practice for Alamedans.
 
Kevin began his career as an advisor more than 20 years ago, working at Dean Witter (now Morgan Stanley) and PaineWebber (now UBS) before becoming an independent businessman. His office has been located in Alameda for more than 15 years. He is a CERTIFIED FINANCIAL PLANNERTM professional.


 

Karen Yoneda joined the firm in 2007, bringing a wealth of experience in office administration in the insurance and technology industries. She prides herself in providing top-notch client service, making working with Kevin Kennedy, LLC easy and pleasant for clients.



 

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