Our Founder

Mark Kennedy

Mark Kennedy is the founder and president of Kennedy Wealth Management LLC, a Calabasas, California based Registered Investment Advisor founded in 2008. For over two decades, Mark has been in the insurance and estate financial planning field and has personally focused on strategies surrounding tax planning, retirement income planning, and wealth transfer. He has shown numerous high net-worth families and business owners financial strategies that may potentially allow them to preserve their income and wealth, while also potentially leaving more money for them to spend during their lifetime and pass to the people they love and care about instead of the IRS. Mark has also been a resource for the media… having been interviewed by the Fox Business Channel, ABC Television, CBS Radio, Smart Money Magazine, BankRate.com, and the Los Angeles Times, among others. In addition, Mark has written for various publications to include Life After 50 Magazine and has hosted his own financial radio program on KRLA AM 870. As a public speaker, Mark has spoken to many groups of people, who are either in or nearing retirement, about the subject of retirement and he is also the author of the book, “Don’t Let The Stock Market or I.R.S. Control Your Retirement.” Mark attended college at the United States Air Force Academy in Colorado Springs, Colorado and the University of California, Riverside. He is also a former member of the United States Air Force. Mark’s passions include various charities, running, downhill skiing, health and fitness, traveling, and spending time with friends and family.

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.