R. Kevin Guernsey
Financial Advisor
Mr. Guernsey began his business career with the accounting firm of Arthur Young & Co. Subsequently, Kevin accepted a position with Union Switch & Signal, serving as Project Accountant, rising to the level of Project Director. In this capacity, Kevin was responsible for all aspects of multi-million dollar projects, including budgets, design, manufacture, and testing of complex transit signaling projects.
Mr. Guernsey began his financial planning career as a Registered Representative with Allegheny Investments in 2003. Kevin prides himself on developing long lasting relationships with his clients that in many cases include multiple generations within a family.
Specialties
Education funding
401k and IRA rollovers
Pre- and Post-retirement planning
Work with displaced employees
Credentials & Education
FINRA series 7, 63 & 66 licenses
Life, accident and health insurance licenses
Executive Certificate in Financial Planning, Duquesne University
Robert Morris University, Magna Cum Laude graduate
Personal Activities
An avid skier
Member of the Professional Ski Instructors of America
Member of the Ancient Order of Hibernians
Enjoys photography, woodworking
An auto enthusiast
