Jacob Kinney

FIC

Financial Associate

State(s) Licensed: CA Insurance Lic. #4099641, CT, FL, IN, MA, MD, ME, MI, NC, NH, PA, VA, VT

Phone: 860-474-3602

Address:

730 Arizona Ave
Santa Monica, CA 90401

State(s) Licensed: CA Insurance Lic. #4099641, CT, FL, IN, MA, MD, ME, MI, NC, NH, PA, VA, VT

Partnering with individuals and families across the country to achieve financial clarity while protecting your goals! Primary offices in West Los Angeles and Central Connecticut.

Underlying financial stress and anxiety can be a headache. I've been there before myself, know how it feels. In fact, my mission is to help others gain financial peace, live abundantly and give generously.

I know finances can be confusing and intimidating. I'll provide clear, understandable and practical advice to help you experience that light bulb moment and have clarity.

Together, we can develop a strategy that helps your money work for you and on your terms.

As we partner together I'll be an educator and a resource on areas including:

Retirement Planning
401(k) rollovers
High Net Worth Wealth Management
Investments & Wealth Building
Estate & Legacy Planning
Life Insurance, Disability Income Insurance, and Extended Care Insurance
Retirement Income Planning
Minimizing Taxes
Maximizing Social Security & Pension Income
Charitable Giving

I am a Ramsey SmartVestor Pro and am honored to be part of their network of other financial professionals in my local area. The SmartVestor program connects consumers with financial professionals in their area. Not just anyone can be a SmartVestor Pro. To qualify, financial professionals must pass a vetting process and follow their code of conduct. SmartVestor Pros take a client-first mentality and treat you like a teammate, with a commitment to educating and empowering you.

Neither Ramsey Solutions nor the SmartVestor program are affiliated with or endorsed by Thrivent. Views are theirs and not necessarily those of Thrivent or its affiliates.

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Locations

Santa Monica Office
West Hartford Office

Santa Monica Office

Phone:: 860-474-3602

Hours

M – F: 9 a.m. – 5 p.m.

Address

730 Arizona Ave
Santa Monica, CA 90401

West Hartford Office

Hours

M – F: 9 a.m. – 5 p.m.

Address

71 Raymond Rd
West Hartford, CT 06107