Robert Kenon, MBACertified Financial Planner, Chartered Mutual Fund Counselor, Chartered Retirement Planning Counselor
Phone: (850) 224-2522 Robert Kenon is a CERTIFIED FINANCIAL PLANNER™ practitioner with over 25 years experience. Mr. Kenon focuses on providing independent financial advice for those preparing for or just entering retirement by evaluating and coordinating their sources of income. He has extensive knowledge with the details of private and government pensions, social security, various types of retirement accounts, mutual funds, annuities, stocks, bonds, and other assets that can be put to work to help clients maintain their style of living during retirement. Mr. Kenon believes in a comprehensive approach to retirement planing beginning with a personal retirement plan to provide a framework for analysis of issues related to the growth, conservation, and protection of assets. The comprehensive client meeting process includes the following topics: retirement portfolio management, tax planning, planning for health needs, insurance needs analysis, and estate planning. He is passionate about understanding his clients' priorities and helping them choose the best path to reach their goals. Mr. Kenon's career in financial services spans over 30 years and began as a loan analyst with Chemical Bank (now JP Morgan/Chase) in New York City. He began working in insurance in 1979 and became a financial planner in 1984. During this time he was also an owner of an income tax preparation business. His commitment to a higher standard of excellence led to his obtaining the CERTIFIED FINANCIAL PLANNER™ professional certification in 1985. In addition, Mr. Kenon obtained both the Chartered Mutual Funds Counselor and Chartered Retirement Planning Counselor certifications in 2002. He holds a B.S. from Florida A&M University and an MBA from the University of Delaware. Dedicated to sharing his financial expertise with others, Mr. Kenon has been a featured speaker at seminars for major community organizations, as well as numerous seminars designed for clients and the general public. Mr. Kenon and his wife, Martha, reside in Tallahassee, where they enjoy spending time involved with church activities, fitness, and travel.
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630 West Brevard Street Phone: 850-224-2522 |