Kevin Baranello
Financial Services Professional
Financial Services Professional | Sustainable MBA Graduate
I am passionate about purpose-driven strategies and am committed to empowering forward-thinking and values-aligned individuals to live holistic lives while co-creating their financial dreams.
Getting to Know You, Understanding Your Needs
I take pride in building meaningful relationships with each client to understand their unique needs and priorities. By gaining insight into your individual goals and concerns, I tailor personalized strategies designed to meet your current and future financial needs.
Comprehensive Financial Analysis and Guidance
Using a holistic approach, I conduct thorough analyses of your financial situation to help you identify goals, address concerns, and uncover potential gaps in your financial plan. Together with a team of experts, I offer guidance and solutions to help you reach your financial objectives.
Your Partner in Financial Success
Whether you’re seeking to define your personal financial goals, develop a comprehensive financial strategy, or implement solutions for long-term success, I am dedicated to providing expert guidance every step of the way. I am here to help you simplify the complexities of your finances with confidence.
Career Snapshot
• Financial Services Professional, Coastal Wealth
• Sustainable Innovation MBA – Top-Ranked Green MBA Program
• Certified in ESG, Impact Investing, and Bloomberg Market Concepts
Outside the Office
Dedicated to sustainability and ethical principles, I hold a Sustainable Innovation MBA from the top-ranked Green MBA program, complemented by certifications in ESG, Impact Investing, and Bloomberg Market Concepts. Beyond assisting clients in reaching their financial objectives, you can find me snowboarding in the mountains, surfing on the coast, exploring the trails on my mountain bike, or golfing in Vermont.
Let’s co-create a future aligned with your aspirations. Connect with me to start your journey towards financial empowerment and holistic living.
Career Snapshot
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My Approach
Knowledge is the key to a successful financial future. My background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them.
This helps me recommend products and strategies designed to meet your current needs, and more importantly, your future needs.
My goal is to provide holistic, comprehensive financial services to individuals and businesses. I can help you make good financial decisions seeking to help avoid potential issues by providing you with superior client service focused on tailored, objective financial strategies, to help you reach your goals.
Our Six
Step Process
Six clear steps. One powerful strategy for your financial future.
Identify
your unique situation
and goal.
Gather Information
to prepare your strategy.
Managed
Analyze
your current portfolio to identify any gaps that may exist.
Present Strategy
review your goals and discuss recommended strateties
Review
strategies in place so you can make informed decisions & meet goals
Impliment
strategies to help you achieve financial freedom.
Solutions That Have Impact
Achieving your financial goals takes patience to create the kind of possibilities that money can buy. Whether you’re saving for a home, a college education, a dream project, or preparing for retirement, having a trusted financial professional can support and guide you to make solid decisions that can turn life goals into reality.
Personal Solution
Protection
- Life Insurance
- Disability
- Income Insurance
- Long Term Care
- Medical | Health | Dental
Retirement
Services
- 401(k)
- 403(b)
- 457(b)
- IRAs
- Roth IRA
- Defined Benefit Plans
Investment Products Services
- Annuities (Fixed & Variable)
- Brokerage
Investments
Estate Planning
- Tax Efficiency Strategies
- Charitable Giving
Business Solutions
Smart solutions for succession, compensation, and employee benefits. Helping businesses protect what they’ve built and plan what’s next.
Succession
- Buy-sell protection
- Key person coverage
- Buy-out funding
Qualified Plans
- 401(k)
- Simple/SEP IRAs
- Defined Benefit Plans
Non-Qualified
Plans
- Executive Bonus
- Deferred Compensation
- Split Dollar
Group Benefits
- Health Savings Account
- Dental Insurance
- Vision Insurance
- Life Insurance
- Long Term Care
- Disability Insurance
Disclosure:
Ca insurance license #xxxxx | state of domicile: xx
Ar insurance license #xxxxx | state of domicile: xx
I am licensed to sell insurance in: list states
*Not all representatives can offer all services listed. Please consult our office for full details. Health & dental insurance offered by unaffiliated insurers.local firms are sales offices of massachusetts mutual life insurance company (massmutual), springfield, ma 01111-0001, and are not subsidiaries of massmutual or its affiliated companies.crn202408-949479
