In May, Kevin Prendergast joined The Retirement Network as a wealth advisor. Kevin will work with families and small business owners to invest with conviction, capitalize on tax-advantaged savings opportunities, and prepare for a successful retirement.
Kevin, who holds both the Chartered Financial Analyst® (CFA®) and CERTFIFIED FINANCIAL PLANNERTM (CFP®) designations, joins The Retirement Network from EFG Advisors, where for more than a decade he oversaw wealth management and financial planning for approximately 300 clients.
“Kevin’s credentials and knowledge speak to his commitment to staying at the leading edge of our industry and providing high quality, objective advice to our clients,” said Drew Grider, president and CEO of The Retirement Network. “His passion for investing and financial planning make him a tremendous resource for our clients and a valuable addition to our team.”
The opportunity to work with The Retirement Network’s experienced professionals was a huge selling point for Kevin. He also believes The Retirement Network’s team culture and commitment to serving clients’ best interests above all else aligns with his personal values.
“Education is extremely important to me. I’m a lifelong learner. As a financial planner, I feel a strong sense of responsibility to stay on top of cutting-edge strategies and techniques, while also being a student of history,” Kevin said. “I’m very fortunate to love what I do, and I’m excited to bring my enthusiasm for investing and financial planning to my work with The Retirement Network’s clients.”
Kevin grew up in Warwick, Rhode Island, and Palatine, Illinois. He earned his undergraduate degree in finance from the University of Illinois at Urbana-Champaign. Kevin and his wife live in Park Ridge, Illinois, with their newborn son. Kevin enjoys learning about business, psychology, and technology, as well as all things sports, health, and fitness.