Mitch Kennedy, CFP^®, CPA, PFS^™

Designations and licenses

Mitch is a CERTIFIED FINANCIAL PLANNER® professional, a Certified Public Accountant and a Personal Financial Specialist.

Experience and education

Mitch provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Mitch was a financial advisor with SYM Financial Advisors. He developed and delivered comprehensive meeting materials covering all facets of financial planning, including financial plans, tax planning, retirement planning, insurance planning, estate planning, education savings and investment strategies. Before that, he was a senior accountant at Yeo & Yeo.

Mitch holds a bachelor of business administration degree with a focus in accounting from Saginaw Valley State University. He also has a Master of Science in personal financial planning from the College for Financial Planning.

Personal interests

Away from the office, Mitch enjoys travel, reading, working out, golf and Detroit sports.

Mitch’s Office

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.