Alan Kennedy
Financial Advisor
Experience financial resources directed by your values and toward your goals.
About
Alan works with public service employees, educators, and medical and healthcare professionals as they pursue their financial goals. Acting as their financial mentor, he helps his clients plan for their future while making a difference in their lives. He brings a unique background and the full resources of the North Star specialist team to make a positive impact on his clients.
Alan grew up in Northern Ireland. Prior to moving to the U.S. in 2006, he pursued post-secondary education at Ulster University, receiving a B.S. (Hons) in radiography upon graduation. From there, he served in a variety of medical sales and business professional roles with pharmaceutical companies across North Carolina in addition to front-line clinical care in the emergency services field. These experiences enabled him to build a rapport and deliver exceptional services to those he encountered as well as giving him crucial business planning experience.
To take his desire to help others and apply it to a new audience, Alan transitioned to a financial advising role with North Star. Here, he leverages his background and knowledge of the medical and business industries to help secure the finances of his clients. He also works with members of the North Star specialist team to ensure his financial plans are optimized on all fronts.
Today, Alan is a resident of Holly Springs, NC. When he’s not in the office, he enjoys playing bass guitar, watching history documentaries, and cooking a variety of dishes for his family.
Services
- Comprehensive fee-based financial planning
- Investments
- Retirement strategies
- Life insurance
- Disability insurance
Investment advisor representative of Cetera Advisor Networks, LLC.