Kevin M. Cavanna, MBA, CFP®

When I work with clients, my goal is simple: help them make informed financial decisions so they can move into retirement with confidence and focus on what matters most.

My interest in financial planning began at an early age. Growing up, I watched my parents work hard to provide for our family, and those experiences shaped my appreciation for financial responsibility, preparation, and long-term planning. Today, I bring those same values to every client relationship.

I earned my Master of Business Administration from Alvernia University and a Bachelor of Science degree from The Pennsylvania State University. I am also a proud Navy veteran. During my military service, I trained at the Naval Special Warfare Center in Coronado, California, graduated from the Navy & Marine Corps Intelligence Training Center in Dam Neck, Virginia, and completed training through the U.S. Air Force Law Enforcement Academy in San Antonio, Texas.

The principles that guided me during my military career, Honor, Courage, and Commitment, continue to shape the way I serve my clients today.

Professionally, I hold the CERTIFIED FINANCIAL PLANNER® certification and the Certified Retirement Counselor® designation. I also maintain FINRA Series 7 and Series 66 securities licenses through LPL Financial and hold a Pennsylvania Insurance License. I began my career as a Financial Advisor with Wachovia Securities and later spent more than a decade with Wells Fargo before founding Cavanna Stone Retirement Wealth Management.

Over the years, I have built my practice around a simple belief: financial planning should never be one size fits all. Every client has a unique story, unique goals, and a unique vision for retirement. That is why I take the time to understand what matters most before developing personalized recommendations and strategies.

My focus is helping individuals, families, and small business owners navigate retirement planning, investment management, retirement income strategies, and 401(k) transition assistance. Whether you are preparing for retirement, transitioning into retirement, or already enjoying retirement, I strive to provide guidance that is thoughtful, personal, and tailored to your needs.

Retirement is about more than numbers on a statement. It is about creating the freedom and confidence to enjoy the next chapter of life. I would be honored to help you plan for it.