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Vetted Advisor's Table

Kevin Myers, CAIA®, EA, CFP®, CFA®
Flynn Financial Partners

Tel: 914-819-1819
56 Harrison St
Suite 203
New Rochelle, NY 10580
Flynn Financial Partners | Financial Advisor in New Rochelle ,NY

Planning your future - today, tomorrow, always


About Kevin Myers

Kevin is a Partner and a senior leader on the Private Wealth Management Team at Flynn Financial Partners (F2). With over 25 years of financial services experience, he takes a genuine interest in his client's personal and financial needs, working with them to cultivate long-lasting relationships. Kevin is committed to assessing market and lifestyle risks and their impact on his clients' objectives. His primary focus is on providing goal-oriented analysis, coordination, and execution for investments, retirement planning, risk management, tax minimization strategies, trusts, and estate planning.

Kevin is a lifelong learner and holds several designations, including the Certified Financial Planning (CFP), Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), and IRS Enrolled Agent (EA). In addition, he maintains FINRA Series 7 and 65 licenses and life, health, and variable annuities product licenses. He received his B.A. in Economics from Binghamton University.

Outside of work, Kevin lives in Rye, NY, with his family and two dogs. He enjoys exercising, cooking, and spending quality time with his loved ones. Kevin is passionate about financial literacy education and collaborates with various entities such as Barrons Magazine, Binghamton University, Iona University, Mount Saint Michael High School, and New Rochelle High School to provide programs that teach personal finance, investing basics, and entrepreneurship practices to teenagers and young adults.


About Flynn Financial Partners

Founded in 2008, Flynn Financial Partners is a fiduciary based financial planning and investment advisory firm serving clients in over 15 states. The core of who we are is rooted in enduring trust and absolute transparency - it is the foundation from which we grow a relationship with our customers. This is what makes us different.

Our Vision & Mission Statement

Our approach allows us to make objective and independent decisions based on each client’s financial objectives. From first time investors to those securing stability for their twilight years, we are here to support, educate, and offer insight to every individual and institution that we encounter. We strive to be our clients trusted advisor to simplify financial complexity and enable our clients to focus on what matters most to them.

We start by having an in-depth conversation to examine your current situation and identify your goals. We collaborate with your other trusted advisors to analyze and evaluate your financial situation. We then create, help implement, and regularly monitor your plan to increase the likelihood of success.

Our tenured team of professionals shares a unique blend of expertise, experience, and success, as well

See Disclosures

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General Information

Firm Start Year:   2008
No. of Employees:   10-19
States Licensed in:   NY, NJ, CT, PA, FL, NV
Number of Years with Current Firm:   3
Work Experience:   Before joining F2, Kevin worked as a Wealth Management Advisor at TIAA, providing comprehensive financial planning and investment services to high-net-worth families. He also spent 16 years as a Trader for UBS and JP Morgan, specializing in international investments for institutional and sophisticated clients in NYC, London, and Hong Kong.
Advisory Services Provided:   Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Financial Planning for Businesses, Tax Advice and Services, Money Management, Financial Planning for Individuals, Education Funding and Planning, Risk Management

Services

Can meet clients in the following ways:   Email, Phone, Our Office, Video Conference

Qualifications & Memberships

Insurance and Annuity Licenses:   Casualty, Annuity, Life, Variable Annuity, Long Term Care, Disability

Firm Information

Assets Managed by Advisor:   $125,000,000

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $500K+

Education

Bachelors  - Economics   Binghamton University  - Binghamton, NY
09/01/1994-07/15/1997

Disclosures

WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.


LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf


Disclaimer

Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. Investment advice offered through Private Advisor Group, LLC, a Registered Investment Advisor.  Private Advisor Group, LLC and Flynn Financial Partners, Ltd. are separate entities from LPL Financial.

Compliance

Registered Investment Advisor:

Yes


Registered Representative:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

I have a clean record


Criminal Disclosures in Last 5 years:

I have a clean record


Office Hours

Mon. 9:00 AM - 6:00 PM
Tue. 9:00 AM - 6:00 PM
Wed. 9:00 AM - 6:00 PM
Thu. 9:00 AM - 6:00 PM
Fri. 9:00 AM - 6:00 PM

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