Broker Check
Kevin J. Haffics, CRPC®, AAMS®,

Kevin J. Haffics, CRPC®, AAMS®,

Associate

After a successful career in industrial technology manufacturing, Kevin felt called to follow his passion for financial planning and financial education and joined Ameriprise as a Financial Advisor in 2004 and then moving in 2010 to Waddell & Reed, joining Beratung Advisors in 2018.

“Beratung,” German for advice, guidance, or consultation, is more than just the name of our firm–it is a vocation. Kevin’s passion is empowering clients to make informed financial decisions that fit their unique life goals, educating them about the strengths and potential challenges of their financial plans.

Kevin focuses in the following financial planning areas:

Personal Financial Planning

  • Retirement Planning
  • Investment Planning
  • Education Planning
  • Budgeting and Debt Management
  • Insurance Planning
  • Estate Planning

Small Business Planning

  • Business Succession Planning
  • Business Retirement Planning
  • Business Insurance Planning

 

Kevin was born and raised in Pittsburgh, Pennsylvania. He graduated from Keystone Oaks High School and went on to graduate from Westminster College with a Bachelor of Arts in Political Science. He has also done post-baccalaureate studies from Robert Morris University and Graduate Study from Robert Morris University. Kevin has earned the Chartered Retirement Planning Counselor and the Accredited Asset Management Specialist Professional Designation from the College for Financial Planning.

Kevin has held various volunteer ministry positions with Saint Patrick’s, South Hills Assembly, and currently Berean Fellowship Church. Prior to pursuing his calling of financial planning, Kevin held several management positions in the industrial technology manufacturing industry.

Kevin lives in Lawrence, Cecil Township, is a member of Berean Fellowship Church, and enjoys bible studies, church fellowship, discussing the Gospel of Jesus Christ. Besides reading the Bible Kevin enjoys reading a variety of subject matters. He also pursues a healthy lifestyle including outdoor activities. His favorite sport is ice hockey and regularly attends Penguin Hockey games.

For a printable version of this biography click here.

 

Waddell & Reed is not affiliated with any of the organizations referenced herein.  05/19