Kevin S Dooley, CFP®, CLU®, ChFC®, CASL®, CAP®

Wealth Management Advisor

Professional

Kevin Dooley has been a part of the St. Louis area financial services industry since 1998.

Education

  • B.A. in Business Administration from Truman State University

Awards and Recognition

  • Million Dollar Round Table Qualifying Member: 2001-2018
  • Top 100 Investment Honors: 2011-2018
  • NAIFA Quality Award:  2011-2018
  • National Sales Achievement Award:  2003-2004, 2008-2009
  • National Quality Award: 2002-2004, 2008-2010
  • Forum Producer: 2010-2013

Associations and Memberships

  • Member of National Association of Insurance and Financial Advisors
  • Member of Christian Businessmen Association
  • Member of Chesterfield Presbyterian Church
  • Member of Association of Certified Financial Planners
     

CFP®  -  CERTIFIED FINANCIAL PLANNER

The CERTIFIED FINANCIAL PLANNER™(CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

CLU®  -  Chartered Life Underwriter

The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.

CASL®  -  Chartered Advisor for Senior Living
The CASL® designation focuses exclusively on providing comprehensive knowledge on the full range of financial, health, psychological and sociological issues confronting older clients. In earning the CASL® designation, professionals gain a thorough understanding of health and health care insurance-related issues, long term care insurance, planning for pension distributions, suitability of investments, federal estate taxation and counseling on key family decisions.

CAP®  -  Chartered Advisor in Philanthropy

Those enrolled in CAP® are highly successful advisors and fundraisers who are taking their already high-achieving career to another plane. Having learned earlier in their career to plan for client needs, or having learned how to raise significant funds, these advisors and gift planners take CAP® to provide a higher level of service to their donor/clients, and to help advance philanthropy in their local communities. CAP®s become members of a growing network of top planners who are working to make our towns and cities better places to live for generations to come.

 

 

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