Kevin  Coombs,  CFP<sup>&reg;</sup> - Financial Advisor

Kevin Coombs, CFP®

Donaldson Capital Management

Virtual
Charleston, SC
FINANCIAL ADVISOR'S WEBSITE
(314) 313-7158 CONNECT WITH Kevin
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General

Kevin Coombs is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Donaldson Capital Management in Charleston, SC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Buying a Home, Career Change, Asset Allocation, Investment Management, Estate Planning, Getting Married, Mutual Funds, Insurance, Job Loss, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Medical & Health Issues, Special Needs, Personal Taxes

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