Kevin Kautzmann, CFP

Specialties

At EBNY Financial LLC, we offer securities and advisory services through the broker dealer SagePoint Financial. All fee-​based or commission-​based financial planning is done with a board-​certified CFP®: Certified Financial Planner™.

History

Established in 1997.

EBNY Financial, LLC is a family owned and operated business. We work with individuals, businesses, and institutions, both for profit and non-​profit. Our practice areas include retirement planning, investment planning, insurance and employee benefits, 401k/​403b planning, and more.

Meet the Business Owner

Kevin K.

Business Owner

Kevin C. Kautzmann, CFP® is an independent Certified Financial Planner™ and is the President and founder of EBNY Financial, LLC. Prior to EBNY Financial, LLC., Kevin was an Executive Council awarded member of New York Life. Kevin has accumulated many accolades in the industry, including runner-​up for Pat Summerall’s Champions of Industry for Financial Services in 2002, and was a qualifying member of the Million Dollar Round Table, President’s Council and is currently a member of the Greater New York Chamber of Commerce. Kevin is also affiliated with the Financial Planning Association of New York. Kevin has received mention in The Wall Street Journal, Smart Money Magazine, Thompson Reuters, Fox Business News, NY Daily News, MSN Money, AOL-​Money, and Time Out New York.