Kevin Small CFP®

Financial Consultant

ksmall@cmgnewyork.com
203-306-5181

Kevin Small has worked in the financial advisory industry since 2012. Prior to Capital Management Group, he was a financial consultant with AXA Advisors. In this position, he worked with a team of financial professionals to provide financial guidance and customized strategies to individuals and small businesses.

 

Small graduated from the University of Miami with a Bachelor’s of Business Administration  finance with a minor in sports administration. He has obtained the CERTIFIED FINANCIAL PLANNER™  Professional (CFP®) designation and is an Accredited Investment Fiduciary (AIF). He holds a FINRA Series 7 and 66 securities registration license and a Life, Health and Disability Income insurance license.
He lives in Hamden, CT, with his wife Lauren. In his free time, he enjoys golf, basketball, football, and spending time with family and friends.