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Renee' Kennedy, CF2

Renee' Kennedy

Renee' Kennedy

Certified Financial Fiduciary®

CF2 Since 2020

Accepts Remote Clients

Germantown, TN
NACFF – Certified Financial Fiduciary®
Certified Financial
Fiduciary® (CF2)
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NACFF Certified Financial Fiduciary®
Designation
Certified Financial Fiduciary® (CF2)
Issued by the National Association of Certified Financial Fiduciaries
Credential ID
CF2-2201182
Active Dates
Sep 18, 2024 – Sep 18, 2027

About Renee' Kennedy

With 30 years of experience in the financial services industry, Renee' worked for Goldman Sachs and Morgan Stanley in her early years and now owns her own firm, AAA Life Solutions, in Germantown, TN. She focuses on education and is committed to helping her clients reach their goals, with a focus on retirement planning, Roth conversions, tax planning strategies, retirement distribution planning, and legacy and estate planning. She is the author of Fangs in Your Finances and hosts free Will & Trust educational workshops in Germantown. She has been married for 45 years and has 4 entrepreneurial children and 17 grandchildren. She meets clients at her Germantown office, by phone or by Zoom, and is licensed in multiple states to handle online requests.

Areas of Specialization

Retirement Planning Tax Planning Estate Planning Insurance Social Security Financial Planning General Financial Guidance

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