Kevin Wooleyhan
I grew up in Pittsburgh, PA before moving to Northern Virginia during childhood, where I spent most of my time playing sports like baseball and football. My father and several of my uncles were in the Airforce. My mother was in sales and often had to travel for work or work long days/weekends to provide for my family. I attended Old Dominion University in Southeastern VA. I graduated Magna Cum Laude in 2019 with a bachelor’s degree in Business Analytics and Marketing. I worked as an analyst in Southeastern VA for several years post college.
While I enjoyed the intellectual challenges that accompanied a career in analytics, after 4 years I realized that my true passion lay in helping people, not just working with data. This realization inspired me to take a leap of faith, leave my comfort zone, and move to Tampa, FL to embark on a more fulfilling path. My move to Tampa was driven by a desire to grow both personally and professionally.
Today, I am dedicated to helping clients build solid financial foundations so they can withstand any storm life throws at them while also being fully prepared to take advantage of all opportunities that come their way as well. My analytical background equips me to craft personalized, data-driven strategies, while my own financial journey fuels my passion for guiding others toward lasting security.
Let’s work together to create a plan that empowers you to achieve your financial goals and protect what matters most.
Accumulation Planning
To build and protect your future, it’s important to have a complete picture of where you are today financially – and an understanding of how the individual financial decisions you make can work together to get you to the best possible place.
We teach a fundamental strategy to organizing financial priorities and understanding which decisions you should consider making first.
Products and Services Offered
- Education Planning
- Retirement Planning
- Debt Management
- Cash Flow Management
- Estate Planning
- Retirement Income Planning
- Disability Insurance
- Life Insurance
- Long Term Care Insurance
- Business Growth Strategies
- Business Exit Strategies
- Fixed Annuities
- Savings Strategies
Disability Insurance
Your ability to earn income is the single greatest asset on your balance sheet. Your entire financial plan is predicted on whether or not you can work. Disability Insurance, or "Income Insurance," is the most important financial decision you will ever make. It is Chapter 1 in your financial planning playbook.
Disability Insurance can be complicated. Our goal is to make it as simple and easy as possible. Through education and information, we will ultimately empower you to make the best decision possible.
Learn more
I want to make sure your entire financial picture is as good as it can possibly be. I use a propriety analysis tool, called The Living Balance Sheet®, that helps you see your entire financial picture through a wide-angle lens. I provide life insurance and disability insurance protection through highly rated carriers such as Guardian Life Insurance Company, but have the ability to offer coverage through multiple carriers to provide the appropriate fit for you.
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.