Professional
Before Kevin Luchetta can speak intelligently about the services that might be appropriate for you and your family, he needs need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know him.
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As a financial professional with over 14 years of financial services experience to my credit I hold myself and staff to a higher standard of service and support than the industry average. I knew this career was right for me the day I began seeing the relief and comfort the needs analysis process brings to the lives of my busy clientele.
Together with my outstanding team I will continue to strive to provide my clients with a lifetime of assistance in meeting their financial goals.
--Kevin Luchetta
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Kevin Luchetta and his team have found that the greatest rewards in life come as a consequence of being in service to others, a principle that governs his work as a wealth management advisor, and with team members, Jim DiNardo, Stephen Schwartz, Michael Schwartz and Paul Tortorella.
Together, they share a common mission:
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"We are committed to establishing a relationship with the ability to provide innovative solutions for the financial security of our clients through a comprehensive planning process with objectivity, integrity, and professionalism."
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Kevin is a graduate of the University of Rhode Island with a B.S. in Finance, and he has earned the Certified Financial Planner™ (CFP®) certification.
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The Certified Financial Planner™ (CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients. |
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 Kevin is a Million Dollar Round Table (MDRT) Qualifying Member (2000-2002, 2004-2007). MDRT is the premiere association of financial professionals. MDRT status is granted for one year and members must apply each year to continue their affiliation with MDRT.
Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards.
Kevin has also received the National Quality Award (2000-2006) from the National Association of Insurance and Financial Advisors (NAIFA). The National Quality Award was created in 1944 and recognizes agents whose persistency records indicate competence and dedication to the insurance industry and their clients. Agents who win this award have tangible evidence signifying that the products they sell will meet clients' needs.
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