Kevin Reardon, CFP®

Founder & President
Shakespeare Wealth Management

Biography

Kevin Reardon, CFP® has been helping clients achieve their financial goals for over 30 years. Developing a one-to-one relationship with clients is Kevin’s unique skill and the reason he started Shakespeare Wealth Management in 1999. Shakespeare serves a niche market, catering to high-net-worth individuals with a minimum of $1 million to invest. Shakespeare’s expertise lies in areas relating to the complex financial issues and concerns of affluent clients.

Placing an emphasis on developing close relationships is what allows him and his team to better help clients through key transition points in life, such as retirement, selling a business, losing a loved one, divorce or inheritance. He finds planning for and successfully guiding his clients through these moments rewarding; but finds the most reward in ensuring a client’s legacy
continues to bear fruit long after they are gone.

Kevin graduated from Marquette University with specialties in Finance and Economics. He uses his financial expertise to serve his community. Kevin is a CERTIFIED FINANCIAL PLANNER™, is the past President and Chairman of The Financial Planning Association of Wisconsin and is an active member in WICPA and NAPFA.

Kevin is happily married and has three grown boys in their 20s who are his pride and joy. He is an avid traveler, preferring remote and far-flung destinations. He is a semi-professional weekend landscaper and has frequently been accused of planting too many trees and spending too much time on his lawnmower. When not traveling and landscaping, he enjoys spending time with family and friends, skiing, boating, working out, and being outdoors.

Website

https://www.shakespearewm.com/

Phone

262-814-1600

Address

Shakespeare Wealth Management
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072

Specialties: