Meet Mark Kennedy

Building lifelong relationships rooted in performance
and trust

Mark Kennedy


Mark Kennedy, the President and founder of Kennedy Financial & Insurance Services, Inc. and Kennedy Wealth Management, LLC a Registered Investment Advisor, has proudly helped over 1,200 individuals and families in the Los Angeles metropolitan and surrounding areas with their wealth planning needs for over a decade. The firms specialize in the Retiree Wealth Transfer/Preservation Market and the Small Business Pension Planning Market. Both firms are located in Calabasas, California. We have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients.

Mark's speaking experience and media exposure are vast, and he is a frequently requested and sought after authority for the press concerning finances. As an author, he has written articles for several publications, including the Glendale, California-based Senior Living magazine and the Los Angeles Daily News. He’s also had writings featured on CNBC.com and WalletPop.com and has been recently interviewed by CBS Radio. Mark has also hosted his own one-hour live format radio show and concluded 45 successful broadcasts of his "Retire In Style" radio show on KRLA AM 870, which focused on how to have a financially successful and secure retirement in today's uncertain economic environment. Mark is a renowned IRA specialist. In fact, in his best-selling book, Parlay Your IRA Into a Family Fortune, the nation's leading IRA expert, Ed Slott, CPA, lists Mark as the only recommended IRA expert advisor in all of the San Fernando Valley. In the last 7 years alone, Mark has delivered over 300 workshops and seminars on financial strategies for business owners and retirees in addition to delivering platform speeches to members of his industry.

He is an expert at showing individuals how to implement strategies to drastically reduce their taxes, protect their investments from stock market risk and save their wealth from the skyrocketing costs of nursing homes. On advanced plan designs, Mark is happy to work with your attorney and CPA, or he can provide you counsel who works alongside our firms for legal and tax matters. Mark and the firm’s strategic partners can take an individual or business owner from start to finish, properly structuring them to minimize taxation, maximize wealth accumulation and transfer, and reduce exposure from lawsuits and creditors.

Mark is well established in the planning arena. He has trained with the Society of Certified Senior Advisors and the Society of Certified Retirement Financial Advisors and is currently a multiyear qualifier of the `Million Dollar Round Table` (MDRT), which is an organization comprised of approximately the top 3% of all insurance-based financial professionals in the world. Membership is by `invite only` and is based on strict production and quality of service qualifications which must be met annually. More specifically, Mark is a qualifier for MDRT's prestigious 'Top of the Table' – a group to which only 1% of financial professionals worldwide belong.

We understand your need for a trusted advisor

We understand how important it is for you to be able to trust your financial advisor – particularly in the wake of recent, highly publicized corporate failures and investment management misdeeds. Regardless of the direction the stock market and interest rates take in the future, it's important to have a trusted advisor you can count on to give you the news straight and always look after your best interests.

That trusted advisor is Kennedy Wealth Management, LLC. We are experienced, responsive and understand your need for integrity and transparency.

To schedule a time to discuss your financial future contact us at info@kennedywealthmgmt.com or call us at (818) 224-4177 today!