John Kennelly

Financial Planner

John W. Kennelly is a Certified Public Accountant with Series 7, 6, 63, 65, Life and Health Insurance licenses. He is also credentialed as a Personal Financial Specialist, a designation specifically limited to financial planners who are Certified Public Accountants. John is a full service Independent Financial Advisor with over 30 years of broad based financial services industry experience. He has implemented planning strategies for clients in the tri-state area and has also serviced clients in Florida, Texas, Georgia and Illinois. He believes in a team approach to planning, working with his team, or the client's team of Attorneys, CPA's and other specialists appropriate to the situation. John has been recognized for his work and leadership by Northwestern Mutual, Fleet/Bank of America, and WAMU/JPMorgan Chase. 

John plans for clients by assessing thier current and future financial needs and reviews alternative ways to fund them. He establishes investment solutions based on those needs according to the clients' risk tolerance for investing. Some examples of client options include Managed Money, Mutual Funds, Annuities, Stocks, Bonds, ETF's or a combination of these and other products as appropriate. John has spent years as an Insurance Consultant/Specialist for Life, Long-Term Care and Disablility Insurance. He reviews his clients' need for insurance and helps them select the proper insurance coverage to protect themselves, thier family, their businesses and thier estate. 

John has extensive experience with his own clients and for 6 years consulted with over 400 advisors as to what they should do for their clients. Through Sagepoint, John has access to a broad array of companies and their products to choose from for his clients' portfolio needs. These companies include Vanguard, American Funds, Franklin Templeton, Fidelity, Met Life, Transamerica, Russell Investments, Rochdale, and may others. 

Prior to joining SagePoint, John's career included working for Northwestern Mutual, Fleet/Bank of America, WAMU/JPMorgan Chase, advising individual and business clients. Before that, he was the Manager of Financial and Treasury Accounting/CFO for TD Securities in New York and was also in Public Accounting with Price Waterhouse Coopers. 

A current resident of Mahwah, NJ, John grew up in Ridgewood/Wyckoff and is married to Patti Murphy. They have three children, Caitlin, Tricia, and John. He is a member and past President of the Rockland County Estate Planning Council. John is also a member of the American Institute of Certified Public Accountants and a former member of the New Jersey State Society of CPA's. He recently served as President of the Upper Ridgewood Tennis Club and as a member of the Professional Advisory Council/Planned Giving Board for the Archdiocese of Newark. John is a graduate of Manhattan College where he was the senior class president. He enjoys tennis, golf, skiing, table tennis and time with his family. 

Phone 201-252-2158
Fax 212-208-4423
Mobile Phone 551-427-8428