A new addition to WH Cornerstone Investments
Meet Kevin Williams, CFP®, CPA
Time may keep him from coaching every sport, but our clients are glad to have his motivating presence in their court.
Kevin M. Williams, CFP®, CPA brings not only quality coaching, but a passion for empowering people with their money to WH Cornerstone Investments.
With over twenty years of broad experience in accounting, financial planning, tax and business planning, he’s able to provide comprehensive counseling to our clients and their families.
Kevin began his career in public accounting working at Kennedy & Lehan, P.C. in Quincy. There he provided accounting, tax and business consulting services to privately-held businesses, not-for-profit organizations and individuals, and headed up their retirement plan audit practice.
Wanting to work more closely with clients on the financial matters that impact them and their families most directly, Kevin shifted careers and joined the wealth management practice at Caturano and Company, Ltd (now, the Boston office of RSM).
Prior to joining WH Cornerstone Investments, Kevin worked with one of the nation’s largest wealth management firms, providing comprehensive financial planning, tax and wealth management advisory services to high net worth individuals and families.
Kevin is a Certified Financial Planner™ practitioner and a Certified Public Accountant, registered in Massachusetts. He earned his Master of Science in Personal Financial Planning with honors from Bentley University, and Bachelor of Business Administration, with a concentration in Accountancy, from the University of Notre Dame.
Kevin is an active member of the Massachusetts Financial Planning Association serving as both the Treasurer and an Executive Board member, as well as a member of the Programming Committee.
Kevin grew up in Duxbury, Massachusetts, and now resides in Pembroke with his wife, Elizabeth and their two children. He is the Vice President and a board member of Pembroke Youth Soccer, and coaches as many youth sports teams as his kids will let him.
When not working or coaching, Kevin enjoys cheering on his Boston and Notre Dame sports teams, relaxing on Duxbury Beach, and enjoying good times with family and friends.
Who knew, Kevin also…
- Was a state champion soccer player in Duxbury
- Has solved a Rubik’s cube in 47 seconds
- Met “The Greatest of All Time”, Muhammad Ali
- Has seen James Taylor in concert more than 50 times
- Put on a Senior week party for over 1,000 friends called “Zombie Stomp”
- Comes from a family of six, ranging 21 years in age from oldest to youngest
- Has been canyoning in Interlaken, Switzerland
Like Kevin and all of us here at WH Cornerstone Investments, do you believe your future is greater than your past?