Kevin Yorkey

CFA®

picture of a planner

Here to act in your best interests

About me

It is a privilege to help people live the life they want by developing a financial plan that can provide the financial security and flexibility we all want and need. Away from the office, I live a fairly typical life as a husband and father, which is pretty great.

Certifications

Chartered Financial Analyst®

Education

Bachelor of Business Administration - University of Massachusetts at Amherst

Master of Science, Investment Management - Boston University

Visit one of our Locations

Boston I - Burlington

25 Burlington Mall Road

Suite 405

Burlington, MA 01803

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