Kevin Hodson, AIF®
Kevin is a Wealth Advisor at AAFCPAs’ Wealth Management, providing comprehensive solutions for family offices and high-net-worth individuals & families.
Kevin’s expertise strengthens each client’s financial situation by delivering a full range of solutions identified based on need, and uncovered through on-going consultative meetings and interactions. These solutions include: investment management, tax advisory, insurance, estate & philanthropic planning, and business succession planning.
Kevin has a long history of advising clients with significant wealth and managing conventional as well as complex investment strategies. He customizes portfolios and personalizes strategies in order to meet each client’s individual investment goals and risk tolerances.
Kevin earned a bachelor’s degree from Providence College, graduating cum laude. He holds Massachusetts life and health insurance licenses and is and an Accredited Investment Fiduciary (AIF®). He is currently working toward his CERTIFIED FINANCIAL PLANNER™ professional (CFP®) designation, expected in 2021. Kevin served for 6 years as an active duty officer in the United States Marine Corps.
Kevin is an active member in the Boston Semper Fidelity Society which serves the needs of current and past Marines located in the greater Boston Community. He is an avid supporter of the Marine Corps Scholarship Foundation which provides financial scholarship assistance to the children of Marines injured and killed in the line of service.
He lives in Marlborough, MA with his wife and two children.