Kevin T. McFadden

What I enjoy most is helping people. Working at Savant allows me to do that by leveraging my financial expertise and providing guidance in a way that’s not only helpful but impactful for many individuals, families and businesses.

190 Buckley Drive Rockford, IL 61107

815.227.0300

Kevin is a financial advisor in Savant’s Rockford, IL headquarters. He has a membership interest in Savant.

Kevin specializes in assisting clients going through critical life changing events, including retirement, receiving an inheritance, selling a business, and losing a spouse. He coaches clients in maintaining wealth throughout retirement while implementing necessary planning strategies.

As a CERTIFIED FINANCIAL PLANNER® professional and Accredited Behavioral Finance Professional^SM (ABFP^SM), Kevin is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding. In addition, Kevin is a Life Underwriter Training Council Fellow^SM (LUTCF®).

Kevin has been involved in the financial services industry since 2007. Prior to joining Savant, he worked in banking with focuses on compliance, investments, and financial planning, helping clients to pursue their financial goals. Upon joining Savant, he was a financial planner, where he prepared and delivered financial planning strategies to high-net-worth clients in coordination with their team of professionals.

Kevin is very active in the communities in which he lives and works. He volunteers on three separate non-profit organization boards or committees.

Kevin earned a bachelor’s degree in accounting with a minor in finance from Columbia College of Missouri.

Kevin has a passion for music and time with family. He plays the guitar and enjoys hiking, bike riding, and spending time with his daughter Zoey.

Education &
Designations

Columbia College of Missouri
Bachelor’s in Accounting
CERTIFIED FINANCIAL PLANNER® professional
Accredited Behavioral Finance Professional^SM (ABFP^SM)
Life Underwriter Training Council Fellow^SM (LUTCF®)

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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