Kevin C. Leahy, CPA, CFP®, CIMA®
Chief Executive Officer
Kevin C. Leahy has nearly 20 years of professional experience in wealth management, financial planning and taxation. He provides comprehensive personal financial and estate planning services. Kevin works with medical and dental professionals, business owners, corporate executives and other individuals with substantial net worth and income.
He founded Connecticut Wealth Management in 2010 and has been instrumental in constructing the Connecticut Wealth Management team and culture. As CEO of the Firm, Kevin is responsible for driving the growth of the organization through the creation of new service offerings to address the changing needs of the Firm’s clients.
He is frequently asked to present to audiences including the Financial Planning Association of Connecticut, the University of Connecticut, and CSCPA. Kevin’s recognized expertise has resulted in numerous guest appearances on NBC Connecticut and WFSB.
Kevin graduated from Providence College with a Bachelor of Science degree in Accounting, and earned a Masters in Taxation with a concentration in Financial Planning from Northeastern University. Kevin is a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER™ (CFP®) licensee. In addition, he holds the Certified Investment Management Analyst (CIMA®) designation, which is granted by the Investment Management Consultants Association, in conjunction with the University of Pennsylvania’s Wharton School of Business. Kevin has his series 7, 65, and 24 securities registrations through LPL Financial.
Affiliations & Community Involvement
Kevin C. Leahy is a board member, as well as chair, of the Membership Committee of the Estate and Business Planning Council of Hartford. He is also a board member of the Rushford Center and serves on their Quality and Credentialing Committee. In addition, Kevin is a member of the Professional Advisory Committee of the Hartford Foundation of Public Giving, American Institute of Certified Public Accountants (AICPA), the Financial Planning Association (FPA), the Investment Management Consultants Association (IMCA), and the Middlesex County Chamber of Commerce.
Kevin has been recognized as one of the top advisors by Medical Economics (2011, 2012 & 2013) and Dental Practice Report (2012). He was also selected as a Five Star Wealth Manager* by Crescendo Business Services (2010, 2011, 2012 & 2013); the elite list appearing annually in Connecticut Magazine. In addition, the Hartford Business Journal (2009) chose him as one of the “40 under Forty”.
Kevin’s community involvement includes coaching youth sports. He resides in Durham with his wife, Tracy and their son and daughter.*The award is based on expertise, value for fee charged and overall satisfaction.