Kevin J. Cicci

Kevin is a Certified Exit Planning Advisor (CEPA ) who specializes in helping business owners and individuals exit their businesses or highly appreciated assets (real estate, concentrated stock positions, etc.) in the most tax-efficient way possible. With nearly 30 years of experience in retirement plan consulting, investment management, and financial planning, Kevin brings deep knowledge and straightforward advice to every client relationship.

He earned the CEPA designation through the Exit Planning Institute — an advanced credential for advisors who guide clients through the personal, financial, and business transitions that come with exiting a business.

Kevin believes that money doesn’t have to be complicated. He is especially passionate about teaching tax-smart strategies to help clients minimize capital gains and reduce overall taxes. As he often says, “It’s not what you make — it’s what you keep that counts.” His calm, honest approach helps clients feel confident about their financial future — whether they’re planning a business exit, retirement, legacy planning or simply seeking clarity.

Outside of work, Kevin enjoys time with his two teenage children and extended family. He’s passionate about the outdoors, loves to travel, and is always up for trying a new recipe in the kitchen or on the grill.