Kevin Mann is a highly experienced financial advisor with over 17 years of wealth management and financial planning experience. As a CFP® professional, he provides unbiased financial advice and coordinates portfolio management with tax, legacy and estate planning. At Compound Planning, Kevin works with a select group of executives, tech employees, business owners, and high net worth families. He brings a passion for creating meaningful connections with clients to guide them toward achieving their own unique goals and dreams. Kevin grew up in western New York State and earned a BA in Psychology from the University of Rochester. His professi...

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