Kevin Worthley, CFP ® Executive Vice-President

Kevin Worthley is a CERTIFIED FINANCIAL PLANNER™ practitioner.  He graduated from the University of Miami with a BA in Economics.  Kevin provides full service financial planning services to individuals and small business owners.  He also has extensive experience and expertise in college financial planning, helping clients with concerns of how to pay college costs for their children. 

Kevin is a member and past Board Director of the RI chapter of the Financial Planning Association, a member and past Board Director of the Association of Divorce Financial Planners and a member of the RI Mediators Association.   Since 2001 he has written a personal finance column for the Newport Daily News in Newport, RI as well as many articles in other publications.  Kevin has been consulted and quoted in the national media on issues regarding divorce planning and college planning.

Kevin can be reached at 401-356-1400 ext 116 or at