Brian C. Kennedy      AIF ®,  AEP®,  ChFC ®, CRPC®, CMFC ®, CLTC ®,  LUTCF®

Brian C. Kennedy AIF ®, AEP®, ChFC ®, CRPC®, CMFC ®, CLTC ®, LUTCF®

Wealth Planning Advisor and President

“Knowledge is the key to success in all of life's decisions. The more you know, the easier it is to make intelligent choices. In today's world, joining forces with someone who understands your dreams, goals and vision is paramount”. Brian Kennedy

With over 26 years of financial, business, investment, estate and insurance planning experience, Brian Kennedy delivers the high-caliber level of commitment and experience necessary to create financial planning strategies and translate them into actionable steps towards a successful outcome. He values relationships and believes that a successful engagement can only be realized through a shared vision, goals and understanding your core values. 

By collaborating with his clients, Brian assists them in organizing their finances to achieve their goals. Having worked with over 1,000 clients and completed over 500 plans, his breadth of experience enables him to explore multiple scenarios before presenting the appropriate client-tailored options based on individual needs.

Brian understands your desire to grow, protect and preserve your assets to generate the income needed to reach your financial independence with certainty. He recognizes your need to build your business and plan for your future exit. Brian shares your passion for leaving a legacy to your loved ones or charitable interests.

As an active member of the financial, business and estate planning community, Brian strives to be on the forefront of industry changes and innovations. He holds the designations, certifications and affiliations listed below:

  • Accredited Investment Fiduciary (AIF®)
  • Accredited Estate Planner (AEP®)         
  • Chartered Financial Consultant (ChFC®)
  • Chartered Retirement Planning Counselor (CRPC®)
  • Chartered Mutual Fund Counselor (CMFC®)
  • Certified in Long Term Care (CLTC®)
  • Life Underwriters Training Council Fellow (LUTCF)
  • Financial Planning Association(FPA)
  • Estate Planning Council of Central Pennsylvania(EPCCP)
  • National Association of Estate Planners & Councils (NAEPC)
  • Certified Continuing Education Instructor for CE, CPE and CLE

Brian has been an instructor of Adult Education at Harrisburg Area Community College, a public speaker and educator at non -profit organizations, local townships,municipalities and is an educator to other advisors in the industry. He has spoken to over 3,200 people over the past 17 years to share the knowledge he has been fortunate to obtain.


Additional Information   

Experiences in your life and how you are raised impact your future as an adult. My father passed away when I was 7 and my mother worked very hard to raise me. She was one of 13 children and often reminded me that a strong work ethic , saving money, assisting others in need and having a vision are the foundations to achieving your goals.

In my early teens I had several jobs. In my 20's, I started my financial career which steered me to my true calling; assisting individuals and families in achieving their dreams and visions through life planning.  Fast forward 20 plus years, I am President of an Independent Financial Planning firm with locations in Camp Hill and Hershey, PA. I have lived through the financial and emotional aspects of building a business, and planning for the succession of a business. Additionally, within my family, I have experienced the impact of Long Term Care planning, Alzheimer's, cancer and the unexpected passing of a loved one.

I founded our firm because I wanted to work with people who have similar ideals and beliefs; to put our clients' financial visions, goals and dreams first and help them in every aspect of their financial decisions. Our team's experience and desire to assist clients in making informed decisions in  the Financial Planning process,  before implementation of investments and products,  is an important part of our planning. We are people first and advisors second, educating our clients for their successful future.

Achieving your goals may not always be a direct line or path. Reflecting on past experiences and appreciating where you are will inspire you to seek the enjoyment in what lies ahead.  

Let's plan together and create new experiences in your future!

Brian resides in Camp Hill with his wife and son. In his free time,  he enjoys the outdoors, traveling , fishing , working out and being involved in the community and charitable activities.



Brian is a member of the National Association of Insurance and Financial Professionals , Financial Planning Association and the Estate Planning Council of Central Pennsylvania ,Inc. He is a Chartered Financial Consultant (ChFC®) .This is the "Advanced Financial Planning" designation conferred by The American CollegeAs a ChFC® professional he is qualified to assist individuals, professionals, and small-business owners with comprehensive financial planning, including insurance, retirement planning, investments, and estate planning. The ChFC® curriculum provides the most extensive education of the widely recognized financial planning designations, requiring nine courses, each of which is followed by an exam.

Brian is a Chartered Retirement Planning Counselor(CRPC ® )))) ))))) )     )  ) from The College For Financial Planning .The CRPC® program is developed with a focus on client-centered problem solving. The study program to become a CRPC® is an in-depth cirriculum of the entire retirement planning process, including meeting multiple financial objectives, sources of retirement income, personal savings, employer-sponsored retirement plans, income taxes, retirement cash flow, asset management, estate planning and more. 

Brian is also an Accredited Estate Planner(AEP®).The Accredited Estate Planner® (AEP®) designation is a graduate level, multi-disciplinary specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning.  

It is awarded by the National Association of Estate Planners & Councils to recognize estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character.  An AEP® designee must embrace the team concept of estate planning and adhere to the NAEPC Code of Ethics, as well as participate in an annual renewal and recertification process.

The NAEPC is a national organization of professional estate planners and affiliated local estate planning councils focused on establishing and monitoring the highest professional and educational standards.  NAEPC fosters public awareness of the quality services rendered by professionals who meet these standards.  NAEPC builds a team approach involving cross-professional disciplines to better serve the public’s need for estate planning.


Brian's investment qualifications include his designation as Accredited Investment Fiduciary AIF®   a designation from fI360®  Global Fiduciary Insights and is a  Chartered Mutual Fund Counselor(CMFC®),  a designation from The College For Financial Planning. Brian is a Registered Representative and Investment Advisor Representative of ProEquities,Inc.

In addition he has been certified by The Corporation for Long Term Care,Inc. as a (CLTC) graduate.   CLTC stands for "Certified in Long-Term Care," a designation granted by the Corporation For Long-Term Care Certification. CLTC graduates have completed a rigorous multidisciplinary course that focuses on the profession of long-term care. The program is recognized by state regulators, through the granting of continuing education credits, as having provided essential information necessary to the appropriate sale of long-term care insurance.

 Brian is a  Life Underwriting Training Council Fellow (LUTCF)  from The American College. He is currently matriculated with the American College and College of Financial Planning.

Brian is a qualifying member of the prestigious Million Dollar Round Table*** for 2003, 2004, 2005 and Court of the Table qualifier for 2006,2007,2008 and Top of the Table for 2009, 2010, 2011, 2012, 2013 and 2014.Brian has not been a member of the Million Dollar Round table since 2014.

Brian is an approved CPE(Continuing Professional Education) instructor by the National Association of State Boards of Accountancy - NASBA to instruct courses for CPA's,in the state of Pennsylvania,to assist them in meeting their requirements for continuing education.

Tax and legal advice are not provided by ProEquities, KCA Wealth Management LLC or its associates.  Please consult with your personal attorney or CPA to assess how a strategy may affect your individual situation.




Brian Kennedy is a registered representative of ProEquities. KCA Wealth Management is independent of ProEquities.  Securities and investment advisory services offered through ProEquities., a broker/dealer and a registered investment advisor. Member FINRA/SIPC. Insurance offered through unaffiliated companies and may not be available in all states.  ***To qualify for the MDRT Top of the Table, members must meet a certain level of premium, commission or income during the year.  For details please visit Use of the AIF designation does not necessarily indicate that KCA Wealth Management LLC or its Representatives are acting in fiduciary capacity for an ERISA plan.

Phone 717-774-7080