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Vincent C

Series 63, Series 65

Hershey, PA

Cambridge Investment Research Advisors

Vincent Catalano is a financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Lincoln Financial Advisors and Concourse Financial Group Securities. He is co-owner of KCA Wealth Management LLC and is involved in financial planning education and tax preparation services. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers multiple custody and platform arrangements with discretionary and non-discretionary investment options, incorporating proprietary and third-party model strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Brian K

ChFC®, Series 63, Series 65

Hershey, PA

Cambridge Investment Research Advisors

Brian Kennedy is a financial advisor at Cambridge Investment Research Advisors with 33 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes roles at CONCOURSE Financial Group Securities and Lincoln Financial Advisors. Outside of his advisory work, Kennedy is involved in several business activities including ownership of a tax services firm, serving on the board of Shamrocks Football, and ownership of a sports franchise. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple investment implementation options across various platforms and employs both proprietary and third-party model strategies tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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