Focus: Insurance Strategies, Business Owners, Student Loan Refinancing, Investment Strategies, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Risk Management Strategies, Estate Planning
Kevin Murray is a financial advisor with Charter Oak Financial, whose proud history dates back to 1886. Kevin focuses his practice on the holistic financial planning, risk management, retirement and education planning needs of families and small businesses.
Prior to joining Charter Oak, Kevin has been a small business owner for the last 11 years. Kevin earned his bachelor’s degree in economics and his master’s degree in acounting and taxation from American International College in Springfield, MA. In order to advance his knowledge and better serve his clients, Kevin obtained his Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations from the American College of Financial Services.
Outside of the office, Kevin is actively involved in his community. He sits on the board of directors for Big Brothers Big Sisters of Hampden County in addition to holding a certification from USA Hockey as a certified youth coach.In his free time, Kevin enjoys watching and coaching hockey + lacrosse, spending time with his family and home brewing.
Kevin resides in Wilbraham, MA with his wife, their two children and two loyal pups.
• Holistic Financial Planning
• Risk Management
• Retirement Planning
• Education Planning
• Big Brothers, Big Sisters of Hampden County
• USA Hockey Certified Youth Coach
American International College (Bachelor's in Economics + Master's in Accounting and Taxation)
Coaching Youth Hockey, Home Brewing, Hiking, Golf, Family Time
Board Member of Big Brothers and Big Sisters of Hampden County
Check the background of this investment professional on FINRA’s BrokerCheck
330 Whitney Avenue Suite 600
Holyoke, MA 01040