Kevin Worthley, CFP®, CDFA™

Kevin Worthley, CFP®, CDFA™

Financial Planner and Portfolio Manager

Phone: 401-453-5558
Fax: 401-421-1451
Mobile Phone: 401-842-8151
E-mail:

Kevin Worthley is a Certified Financial Planner(TM) practitioner and a Certified Divorce Financial Analyst(TM) (CDFA).  He has been with the Retirement Planning Company since March 2001.  His practice includes general financial planning, investment management, divorce financial analysis and planning, college and financial aid planning, and retirement income planning.  His practice is fee-only and focuses on the unique needs and concerns of his clients.

He earned his BA degree at the University of Miami in 1983 with a concentration in Economics.  He earned his CFP® designation in February 2003 and his CDFA designation in February 2009.  He has also had extensive training and experience in college financial planning and the college financial aid system.

Kevin is a prolific writer of financial columns and articles.  Since 2000, he has been a featured personal financial columnist for the Newport Daily News in Newport, RI.  He has written many articles for publications such as Stocks, Futures and Options. Visit his blog site at www.kevinworthleyfinance.blogspot.com to read his many entries and thoughts on financial planning and investing. 

His articles also appear in personal finance websites, such as DivorceSource.com, DivorceandFinance.org and ExpertBeacon.com.  He has been interviewed in national publications such as Physicians Financial News, The Boston Globe, Forbes.com, and SmartMoney Magazine on personal financial issues.  He has also appeared on numerous local personal finance radio programs as well as Fox Business News television.  Here are a few articles where Kevin is quoted:

http://www.foxbusiness.com/personal-finance/2012/04/27/7-social-security-sins/

http://www.foxbusiness.com/personal-finance/2012/04/12/college-consultants-worth-price-tag/

http://www.foxbusiness.com/investing/2012/04/25/pros-and-cons-etfs/

http://www.foxbusiness.com/investing/2012/04/05/should-invest-in-company-stock/

http://www.forbes.com/sites/sherylnancenash/2012/03/30/student-loans-for-kindergarten-2/

Kevin is an active member of several industry and charitable organizations.  He is a current Board member of the Financial Planning Association of RI and the national Association of Divorce Financial Planners (ADFP).  He is  also a member of the Rhode Island Mediators Association and serves on an advisory board to the Catholic Foundation of the Archdiocese of Providence.

Kevin lives in Richmond, RI with his wife, Lisa, enjoys outdoor activities such as fishing, kayaking and hiking, and is a dedicated yoga practitioner.