Kevin Kroskey

Kevin Kroskey Work

Founder and Managing Partner

@ True Wealth Design

T

Managing Partner

@ True Wealth Accounting & Tax

Kevin Kroskey Education

MBA in Finance

The University of Akron
Certified Financial Planner Certificate Program

The American College
B.A. Science Education in Physics Minor

The University of Akron
Indiana University of Pennsylvania

Kevin Kroskey Skills

Series 63Estate PlanningCoachingInvestmentsCreditStrategic Financial PlanningInvestment AdvisoryInsuranceRefinanceSecuritiesFinancial AnalysisETFsRetirement PlanningDue DiligenceSeries 7Life InsuranceDisability InsuranceAsset AllocationLoan OriginationWealth ManagementRisk ManagementStrategyFinanceFinancial AdvisoryPensionsEquitiesCertified Financial PlannerFixed AnnuitiesMergers & AcquisitionsWealthMortgage LendingBondsFinancial ServicesPortfolio ManagementWealth AccumulationFinancial PlannersUniform Combined State LawMutual FundsLong-term CarePersonal FinanceBankingAsset ManagementSeries 65Residential MortgagesRetirementRelationship ManagementInvestment StrategiesEmployee BenefitsHigh Net Worth Individuals401kHigh Net WorthCertified FinancialFinancial PlanningMicrosoft OfficeLong Term CareUniform Combined StateManagementStrategic FinancialMergers and AcquisitionsMicrosoft ExcelPublic Speaking

Kevin Kroskey Contact Information

Work email●●●●●●●●@company.com

Personal email●●●●●●●●@gmail.com

Phone+● ●●● ●●● ●●●●

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Where does Kevin Kroskey work?

Kevin Kroskey currently works at True Wealth Design as Kevin Kroskey - Founder and Managing Partner at True Wealth Design.

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