Kevin Arruda
CFA, CFP®, CKA®
Partner, Wealth Manager
Kevin began in the wealth management industry in 2007. He has a passion for serving others, and helping clients obtain clarity, confidence, and peace with their finances.
Education:
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B.S. from Bryant University
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Professional credentials:
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Chartered Financial Analyst (CFA®)
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CERTIFIED FINANCIAL PLANNER™ (CFP®)
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Certified Kingdom Advisor (CKA®)
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Experience:
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Bank of America Private Bank
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U.S. Trust
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Merrill Lynch
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Citizens Bank
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Northwestern Mutual
Family
Lives with daughter and son in Portsmouth, RI
Beach
Enjoys spending summer evenings at the beach
Music
Former aspiring rock star that now plays in church band
Sports
Fan of Boston sports teams and throwing a football in the backyard
Faith
Member of Oceanpointe Christian Church community
Food
Finds it hard to beat a good burger... or chicken piccata
