Kevin Connors

Partner/Tax Specialist

BA Economics, UC Berkeley
CFP®, Certified Financial Planner
EA, Enrolled Agent

-Connors Group: Partner/LPL Registered Representative
      +Series 7, General Securities
      +Series 63, Uniform Securities

*Currently held with LPL Financial

Client Interaction and Retention
Case Analysis, Notes, Actions and Follow-up
Client Financial Reporting
Portfolio Construction and Rebalancing
Asset Allocation Analysis
Product Analysis
Special Projects