Kevin Peacock CFP®, CAIA Astra Strategic Wealth

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About Kevin Peacock CFP®, CAIA, MSFE, MBA

I’m Kevin Peacock, New York City-based CFP® professional and majority owner of Astra Strategic Wealth, a Fee-only Registered Investment Adviser. I do not sell products and I will always put your interests first.

I’m a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and hold the Chartered Alternative Investment Analyst® designation. I began my career in Ernst and Young’s tax practice upon receiving a Bachelor of Science in Accountancy from Villanova University. I went onto earn an MBA through study at Monmouth University and WHU – Otto Beisheim School of Management. I also earned a Master of Science in Financial Engineering from Stevens Institute of Technology, where my research focused on the term structure of implied volatility in various market environments.

I will take time to listen and understand the nuances of your goals, preferences, needs, and challenges. Based on our discussions, we will collaborate to create your personalized roadmap to financial independence.

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Ideal Clients

  • Business Owners
  • Financial Professionals
  • Gen X
  • Medical Professionals

Ways Advisor Charges

  • Flat Fee
  • Assets Under Management

Fee Options

  • Flat Fee: $250/mo for clients with less than $200,000 AUM

 

SEC Records

States Registered

  • New York

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