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Amy F
CFP®, Series 66
Simi Valley, CA
Kevin Kennedy, LLC
Amy Friedman is a CFP® with 17 years of industry experience, currently serving as an advisor at Kevin Kennedy, LLC since 2024. She previously worked at Financial Security Solutions, Corp. and Osaic Wealth Inc. from 2015 to 2024. Outside of her advisory work, she is Vice President of Sled Dogs Productions, Inc., where she manages bookkeeping, invoicing, and billing. Kevin Kennedy, LLC provides comprehensive financial planning and investment advisory services to individuals, pension plans, and not-for-profit organizations. The firm utilizes SEI-managed account programs and offers consulting on 401(k) plans, relying on model portfolios and mutual fund managers for security selection and rebalancing.
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