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.

Cornerstone FM partner Kevin Arruda
American Football

Education:

  • B.S. from Bryant University 

  • Professional credentials:

    • Chartered Financial Analyst (CFA®)​

    • CERTIFIED FINANCIAL PLANNER™ (CFP®)

    • Certified Kingdom Advisor (CKA®)

Experience:

  • Bank of America Private Bank 

  • U.S. Trust

  • Merrill Lynch

  • Citizens Bank

  • Northwestern Mutual

Family

Our family (wife and two children) resides 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

Chicken Burger Gourmet