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Kevin H

CFP®, Series 63, Series 65

Stamford, CT

Vantage Financial Group, Inc.

Kevin Hansley is a CFP® professional with 39 years of experience in financial advisory. He currently works at Vantage Financial Group, Inc., where he has been since 2014. His prior experience includes roles at Cetera Wealth Services, LLC, IFG Russell Advisors Inc, American Financial Management Group, Ltd., UBS Financial Services, and Northwestern Mutual Investment Management. He serves as president of a condominium association, a role involving board leadership and meeting management. Vantage Financial Group, Inc. is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and governmental entities. The firm manages approximately $867 million in client assets and offers a range of services including portfolio management, financial planning, consulting, and retirement plan consulting, using both discretionary and non-discretionary strategies tailored to client objectives.

General retirement planning Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
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