J. Kevin McBride, CFP®
Managing Director & Investment Committee Member
Mr. McBride began his career in financial planning in 1983 at First Investors Corporation and joined Strategic Financial in 1991. From his previous career experiences, Mr. McBride brings both his financial planning and investment analytical skill set to Strategic Financial's platform. Mr. McBride assisted in the development of Strategic Financial's comprehensive financial planning process in which he has helped many clients transition into retirement life and setting up income streams to meet their retirement goals and objectives through their retirement years. Also, he has extensive experience in assisting family members throughout the probate process as well as settling estates.
Mr. McBride earned his high school diploma from Haddon Township High School and obtained his Bachelor of Science degree in Business Administration from Drexel University. Mr. McBride is a designated Certified Financial Planner (CFP®).
Licenses & Registrations
- Series 63 and Series 7
- Life, health, and annuity from the NJ Insurance Department (please contact us to determine the states held)