History
KCA Wealth Management's history dates back to 1993 when Brian Kennedy entered the Financial Planning industry. Brian was attending college and working at the time, but mmediately studied and took his insurance and securities exams and started employment with Prudential Insurance and Financial Services. In 1997, Brian asked his mother, Carol Kennedy, to join him in building a practice and in 1999 Brian and Carol opened their first office in New Cumberland, Pennsylvania. Since that a lot has happened, including a dear friend and partner, Mr. Andrew Devitt tragically passing away, and Carol retiring, with Vincent Catalano and Robert Yockin since becoming partners. In 2017, Brian and Vince chose to shorten the name of the firm to KCA Wealth Management , KCA stands for Kennedy Catalano Advisors. The core values of the firm are the same which is serve the client first, last and always.
Specialties
KCA Wealth Management's mission is to educate and support the Carlisle, Camp Hill, and Hershey communities and their citizens, with the difficult and complex short and long-term financial decisions they must make, so their family's needs, wants, and long-term goals are met. In executing our mission, we help to develop, implementing, and monitoring a strategy that's designed to address everyone's individual situation. We understand the complex financial challenges families face today. We assist our clients, so they can focus their time on what is important to them whether that is bettering their communities or spending time with their families. Financially managing and saving when debt, college, home ownership and retirement, to name a few, are on everyone's minds these financial challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals and maximize your financial situation. We believe in thinking