Kerry A. O'Shea

RP ®

Kerry is a Paraplanner and also the portfolio database manager for SK Wealth Management, L.L.C. She began in the financial services industry in 2001 and has a strong background working with financial advisors, as well as CPAs, providing client servicing. She participates in client meetings to assist with their planning needs, and works as part of the team to generate comprehensive financial plans that coordinate clients' current and future goals.

Education

• College for Financial Planning's Registered Paraplanner ProgramSM
• Bryant University, Business Administration Program
• Katharine Gibbs School, Graduate of the Advanced Secretarial Program

Credentials

• RP® - Registered Paraplanner SM

Current Professional Affiliations and Charitable/Civic Involvement

• Financial Planning Association, member
• Rhode Island Financial Planning Association, member
• Volunteer Services for Animals