Special Needs Financial Consulting LLC

Special Needs Financial Consulting LLC We provide the financial security your family needs, so they can enjoy the quality of life they dese Kevin holds the Series 7, 66, Life and Health Licenses.

Kevin Pent is the President and founder of Special Needs Financial Consulting LLC and also an advisor with Edelman Wealth Managment Group serving clients in New Jersey and Eastern Pennsylvania. He has been working in the Financial Services Industry since 2005. He began his career with MetLife helping individuals explore their options when it came to Insurance and Investment planning. Kevin’s key f

ocus is helping clients optimize and protect their wealth, minimize taxes and helping them feel more secure about their future. His passion lies in helping families of children with special needs. He strives to educate, inspire, impact and empower these families by helping to provide the financial security they need so they can enjoy the quality of life they deserve. Additionally, Kevin works with young entrepreneurs, individuals and families in the early stages of their careers and/or family lives as well as with clients starting to plan for their retirement. Kevin helps clients along their journey, whether they are at the beginning or nearing retirement. What individuals can expect when working with him is a wealth of knowledge, resources and a genuine caring in the success of his clients. He also received his Chartered Special Needs Consultant® designation through The American College. Kevin resides in Monmouth County, NJ where he was born and raised. He is a proud father, avid runner, and voracious reader. He is actively involved in the Benevolent and Protective Order of Elks, enjoys being outdoors, and watching or helping with his son's sports throughout the year.

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Address

200 Schulz Drive, Suite 125
Red Bank, NJ
07701

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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