Kevin M. Vernieri, Cltc
About Kevin M. Vernieri, Cltc
Kevin M. Vernieri, CLTC, is a Financial Representative at True North Financial Solutions, offering a wide range of insurance and financial services. He holds licenses to sell insurance and securities in multiple states and has a diverse background in property management, hospitality, and financial planning.
Company: True North Financial Solutions
Kevin M. Vernieri, CLTC currently works at True North Financial Solutions as a Financial Representative. True North Financial Solutions provides comprehensive financial services, including a wide array of insurance products like individual life, disability, health, and long-term care insurance. The company supports clients with asset accumulation strategies and financial products designed for high net worth families, businesses, and institutions.
Title: Financial Representative, CLTC
Kevin M. Vernieri, CLTC holds the title of Financial Representative at True North Financial Solutions. His role involves offering a broad portfolio of financial protection and insurance products. This includes providing a total financial needs analysis through a network of experienced professionals and crafting solutions for retirement analysis, estate strategies, employee benefits and retention services, business continuation strategies, and trust services.
Education and Expertise: Certified Financial Planner and Business Administration
Kevin M. Vernieri, CLTC studied at Fairleigh Dickinson University, where he achieved his Certified Financial Planner (CFP) designation between 2010 and 2012. Prior to that, he earned a Bachelor's Degree in Business Administration from Champlain College from 1998 to 2001, and an Associate Degree in Hospitality Management from Champlain College from 1996 to 1998. His comprehensive educational background underpins his expertise in financial services and planning.
Professional Background: Property and Facilities Management
Before his current role, Kevin M. Vernieri accumulated diverse management experience. He worked as a Facilities Manager at Starwood Hotels & Resorts Worldwide, Inc. from 2005 to 2006. From 2004 to 2009, he served as a Property Manager at Seven Columns LLC. Earlier in his career, he was the Tavern Manager at the New England Culinary Institute from 2000 to 2002. These roles helped him develop a strong foundation in property and facilities management.
Licensing and Registrations
Kevin M. Vernieri, CLTC is licensed to sell insurance in New York, New Jersey, Connecticut, Vermont, and Pennsylvania. He is also licensed to sell securities in New York and New Jersey. As a registered representative of MML Investor Services, Inc., member SIPC, Kevin is equipped to provide a wide range of financial services and products, adhering to strict industry compliance and regulatory standards.