KEVIN A. VISCONTI CFP®

KEVIN A. VISCONTI CFP®

Registered Principal

I started my financial career after graduating from Rochester Institute of Technology.  Shortly after starting my career a family health situation brought me back to Syracuse.  I was hired by Chase bank in Manlius, who sponsored me to get my security licenses.  I followed a respected manager and mentor from Chase bank to HSBC.  I was able to increase my knowledge and financial planning skills with the vast resources at HSBC.  HSBC sold their upstate NY assets to First Niagara where I continued to serve and help my clients. 

My goal was always to join an independent company where my focus would remain on my clients needs.  A friend and colleague had introduced me to Bill Kriesel and the team at Diversified Capital Management.  Diversified Capital Management was the right fit to continue my career. 

Kevin is a Registered Principal associated with Cadaret, Grant & Co., Inc., a FINRA member firm.

Prior to joining Diversified Capital Management, LLC, Kevin worked as a licensed representative for 9 years in the local bank channel. Kevin graduated from Rochester Institute of Technology with a major in marketing.

Kevin has built his practice using a holistic approach to planning including: retirement planning, insurance planning, educational planning and estate planning. He excels at understanding his client’s goals and positioning their assets to achieve their goals.

PROFESSIONAL ACTIVITIES

  • Current Member of the Financial Planning Association of Central New York

LICENSES and DESIGNATIONS

  • Certified Financial PlannerTM (CFP®)
  • Series 6, Series 7, Series 24, Series 63 and Series 65 (Uniform Investment Advisor)
  • Securities Licenses (New York, Florida, Colorado, South Carolina, Virginia, and Washington)
  • Life, Accident and Health Insurance License (New York State)

CIVIC and CHARITABLE ACTIVITIES

  • President of the Syracuse Chapter of Rotary 2018-2019
  • Member of CNY Tri
  • Member of “Good Morning Syracuse” chapter of ToastMasters International

 

Phone 315-234-8167
Fax 315-701-2789