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Kevin  Shreve

Kevin Shreve

Financial Consultant CLU, ChFC | Retirement Planning Specialist

Kevin began his career in financial services in June of 1978. He started his career in 1985, and began doing business as financial advisor at Financial Designs in 1990. Kevin attended King's College, Wilkes-Barre, PA as an engineering major in the early 70s. He received his CLU and ChFC designations from The American College, Bryn Mawr, PA in 1984. He is past president of the Ithaca, NY chapter of National Association of Insurance and Financial Advisors, and is currently their Treasurer. Kevin is a Qualifying member of the Million Dollar Round Table (MDRT), an international association of leading financial professionals, recognized as the standard of excellence in the life insurance-based financial services industry. His hobbies include Ornithology, Hunting, Golf, Racquetball, Bridge, Gourmet Cooking, and Gardening. He is currently on the Board of Directors for the Community Foundation of Tompkins County.

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at Complaints about an Equitable Advisors FP should be directed to

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