About Me

Eric Kenney, CFP®, MBA, PMP

Hello, I’m Eric Kenney, a local resident of beautiful Snoqualmie Ridge for the past 14 years. I’ve been managing my own investments for over 30 years and my family and friends for over 15 years.

I started my own independent financial advisory firm to help my neighbors achieve their financial dreams too.

I have an undergraduate degree from the University of Pennsylvania’s Wharton School, with dual degrees in Accounting and Finance and an MBA from the University of Wisconsin. I'm also a CERTIFIED FINANCIAL PLANNER®. CFP® coursework includes Insurance Planning and Risk Management, Investment Planning, Tax Planning, Retirement Planning, Employee Benefits, and Estate Planning.