Kevin Kautzmann, CFP®, AIF®

Kevin Kautzmann, CFP®, AIF®, is an independent Certified Financial Planner™ and an Accredited Investment Fiduciary®. He is the Principal and Founder of EBNY Financial, LLC. Since founding EBNY in 1998, Kevin has provided his clients with objective, exemplary service.

Kevin prides himself on his strict adherence to the constantly evolving compliance requirements and his Accredited Investment Fiduciary® designation has allowed him to carve a niche market in the financial planning space as someone who puts his clients’ needs first and foremost.

Prior to his time with EBNY, Kevin attained the rank of Eagle Scout. He graduated from Villanova University with a Bachelor of Arts degree. He began his financial services career with New York Life, becoming an Executive Council Awarded Member in his time there. He received his Certified Financial Planner™ education at New York University and The American College. Along with the CFP® and AIF® designations, Kevin holds his Series 7, Series 63, Series 65 and Series 24 licenses. He is Life and Health Insurance licensed as well.

Kevin has been featured in:

  • The Wall Street Journal
  • Barron’s
  • Forbes
  • The New York Daily News
  • Thompson Reuters
  • Fox Business News
  • Smart Money
  • Yahoo Finance

Affiliations:

  • New York Financial Planning Association
  • National Association of Plan Advisors
  • American Planning Association, Federal Planning Division
  • Greater New York Councils, Boy Scouts of America