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Kevin Sasena, CFP®, ChFC®

Senior Principal

Keystone

Client Advisory

Biography

Kevin is a Senior Principal in the Indianapolis office. He provides comprehensive financial planning advice and investment management solutions to families and individual clients. Kevin focuses on the unique circumstance of each client to recommend and implement tailored wealth planning strategies.

Prior to joining Cerity Partners, Kevin was a senior wealth advisor working with clients at SBC Wealth management. Early in Kevin’s career, he spent time working in corporate finance. He was a member of various finance, strategy and planning, and accounting teams at Cummins Engine Company and Diamond Chain Company.

Education

  • B.S. in Finance, with Honors, from Butler University
  • MBA in Finance from Indiana University Kelley School of Business

Highlights

  • Certified Financial Planner (CFP®)
  • Chartered Financial Consultant (ChFC®)

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By clicking “Schedule Now”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.