Kennedy Wealth Management LLC

About

Kennedy Wealth Management LLC is a financial advisory firm located in Calabasas that provides personalized wealth management services to clients seeking comprehensive financial planning and investment guidance. Operating during standard business hours, the firm helps individuals and families develop strategies to grow and protect their assets.

Hours

• Monday: 9:00 AM–5:00 PM
• Tuesday: 9:00 AM–5:00 PM
• Wednesday: 9:00 AM–5:00 PM
• Thursday: 9:00 AM–5:00 PM
• Friday: 9:00 AM–5:00 PM
• Saturday: Closed
• Sunday: Closed

Reviews

My husband and I had a great first meeting with Mark. He took the time to understand our financial goals and answer all our questions. I appreciated the clear explanations and personalized approach. It was a very informative and positive experience. — Rita Ochoa

Mark did an excellent job explaining everything and guiding my wife and I in the direction. He took the time to answer all of our questions without hesitation. He is very knowledgeable — jose ochoa

I am absolutely delighted and impressed with your service. It is so refreshing to work with a financial advisor who is truly interested in their clients needs, circumstances and preferences. I am a single widow concerned about my financial future. Your professional, ethical and caring demeanor elicit my trust and confidence that I have chosen the right advisor for my financial future. I would hig… — Mary LeVoy

After speaking with several other financial planning firms, I got a good vibe in speaking with Mark Kennedy. He struck me as a straight shooter who really had a handle on what was happening and available in the retirement market place. — Microsoft Support

Mark Kennedy and his team are consummate professionals who operate with complete transparency and integrity. I was fortunate to have found Mark to help me with retirement planning after going through several other financial planners. Mark offered several different scenarios based on my goals. We spent a lot of time with him in ultimately deciding on the right investment instruments that addressed… — Rohit Vora