Kevin Wenke MBA, CFP®, CLU®

Kevin Wenke MBA, CFP®, CLU®

Founder and President

Phone: 321-206-1140
E-mail:

Kevin Wenke is the Financial Planning Professional at Decision Tree Financial.

Kevin provides comprehensive financial planning to affluent individuals and their families helping them to understand the choices, opportunities and risks they have when it comes to growing, protecting and enjoying the wealth they have accumulated.

Kevin holds a Series 7 (General Securities), Series 66 license (Uniform Combined State Law Examination) and a 215 license (Life, Health and Annuity).

He graduated from SUNY Fredonia with a BS Degree in Biology and from The University of Tennessee with a MBA Degree.

Kevin is a Certified Financial Planning® Professional governed by The Certified Planning Board of Standards in Washington D.C.

In addition, Kevin completed the CLU® program through The American College, an educational institution with the highest level of academic accreditation dedicated to leadership in innovative training and development for financial services professionals.

Inside the CLU® program, Kevin received advanced training through course work in area's of Investment Planning, Estate Planning, Tax Planning, Insurance Planning and Retirement Income Planning.

Kevin's services are available under a fee-based or a hourly agreement. A free initial consultation is available.