Licenses, Registrations & Certifications
Illinois Life/Health Insurance License
CERTIFIED FINANCIAL PLANNER™, CFP®
John Kennedy, CFP®
Certified Financial Planner™
John has been with the LifeWise team since October of 2017 and is a new partner in the firm as of January ‘23. He first began as a client service associate while he worked to quickly secure his Series 7 and 66 registrations in addition to life, disability, and long-term care insurance certifications. After obtaining his FINRA and insurance registrations, he fully transitioned into an advisor role, working directly with individual clients. John enjoys the meaningful work and unique challenges that come with personal financial planning, whether it’s helping a young family plan for their future or preparing and guiding folks through retirement.
John and his wife Erika have been married since 2014, they are both from Mahomet where they live now after graduating from Illinois State University. They have two young sons, Luke and Micah. On the weekends you’ll find the family out in the yard and usually listening to all kinds of music, particularly the classic 50’s and 60’s music that John enjoys listening to. John is an avid sports fan, his office has plenty of Red Sox memorabilia, but he also loves supporting his favorite soccer team, Arsenal, as well as following the Chicago Bulls.