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Kevin E. Lynch

Financial Planner

CFP®

Professional Story

Insurance Strategies, Investment Strategies (Reg. Reps Only), Business Owners

English

Affiliations

  • Former Councilman, Borough of Lake Como, NJ

  • Asbury Park Chamber of Commerce

  • Boys Basketball Coach - H.W. Mountz Grammar School, Spring Lake, NJ

  • BNI - Business Networking International

  • Former President of BNI Chapter - Belmar, NJ

Education

  • New Jersey Institute of Technology, B.S. in Engineering

  • Purdue University, M.S. in Engineering

Areas of Concentration

  • Financial Products and Services for Business

  • Business Continuation Strategies

  • Executive Benefits

  • Buy/Sell Agreements Funding

  • Group and Individual Life & Health Insurance

  • Group and Individual Long-Term Disability Income Insurance

  • Executive Bonus Arrangements

  • Estate Analysis and Protection

  • Mutual Funds

  • Annuities (Fixed and Variable)

  • Asset Accumulation Strategies

  • Charitable Giving Strategies

  • Life Insurance Funding Strategies

  • Second to Die Life Insurance

  • Term Life Insurance

  • Long-Term Care Insurance

  • Retirement Planning

  • Educational Funding Strategies

Licensing

  • Life and health insurance licensed in multiple states

  • FINRA securities licensed

  • Series 7 & 66 Securities Licensed

CRN202207-267436

Check the background of this investment professional on FINRA's BrokerCheck

Egan Lynch Financial Group, LLC

1821 State Route 71, 1st Floor North Wall, NJ 07719
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Egan Lynch Financial Group, LLC Office