Our experienced advisors are equipped with the knowledge and understanding that is unparalleled in the financial industry. Our advisors have an average of 10 years of experience and most have attained their CFE Certified Financial Educator® designation and are licensed and certified to offer insurance, investment and college planning services.
Our advisors are focused on providing financial education in order to earn their client’s trust. Through this philosophy, our KAINOS advisors are able to generate more referrals from their existing clients without having to utilize other sales/marketing concepts that their counterparts use to compete in the industry.