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MAPSTONE | VERITAS

.

kevin shiltz, cfp®, RICP®
partner | certified financial planner ™ professional 

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kshiltz@mapstoneveritas.com


585.475.8440
585.292.1569 (fax)

PROFESSIONAL EXPERIENCE |
A Partner and Financial Advisor at Mapstone | Veritas, Kevin entered the investment and financial services industry in 2007. Kevin provides a comprehensive and thoughtful approach to retirement planning, family protection, and distribution strategies. His knowledge of 403(b) and pension planning decisions make him a resource for public school and non-profit employees.  

​EDUCATION |
  • A 2007 graduate from the University at Buffalo with a degree in Business Administration and concentrations in accounting and finance
  • ​2019 received the CFP® CERTIFIED FINANCIAL PLANNER™  professional designation
  • 2016 received the RICP® (Retirement Income Certified Professional) designation
  • Life, Accident, and Health Insurance license in the State of New York
  • ​Series 7, 24, and 66 registrations.
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PLACES TO VISIT
Boston, MA
Alexandria Bay, NY
Fort Lauderdale, FL
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THINGS TO DO
Golf, go to the gym, dog walks, and spending time with friends and family
QUOTE 
Someone is sitting in the shade today because someone planted a tree a long time ago. –Warren Buffett
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FUN FACT
Name any classic movie and there’s a good chance I haven’t seen it. 

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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​The RICP® (Retirement Income Certified Professional®) designation is sought by financial services sales professionals whose focus includes clients planning for their retirement income. The designation’s required curriculum is administered by The American College in Bryn Mawr, PA, which is accredited by The Middle States Commission on Higher Education, Philadelphia, PA 19104. The mark RICP® is the property of The American College and may be used only by individuals who have successfully completed the initial and ongoing certification requirements for this designation. Complaints about a designee can be made by e-mail at Registrar@TheAmericanCollege.edu. or by calling 888-263-7265. To verify a designee, visit http://www.designationcheck.com.

MAPSTONE | VERITAS Financial Group is not owned or operated by Equitable Advisors, LLC or its affiliates.

ADVICE | EXPERIENCE | RESULTS | SINCE 1970

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Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.  Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc.  Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances.  Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.
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Mapstone | Veritas Financial Group is recognized by Equitable Advisors as a Platinum Paramount Planning Group firm of the Elite Advisor Group, based on their members achieving a certain sales production level among all firms within our organization.  Elite Advisor Group (EAG) is an internal recognition program of Equitable Advisors, LLC.
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Mapstone | Veritas Financial Group (“MV”) is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

​General Conflict of Interest Disclosure


PPG-122505 (Rev. 11/20) (Exp. 11/24)

  • HOME
  • Our Firm
    • Leadership >
      • Craig Mapstone
      • Jeffrey Mapstone
      • Thomas Tarkowski
    • Partners >
      • Brett Caroselli
      • Michelle DiRenzo
      • Koen Goorman
      • Matthew Keenan
      • Jeremy Krog
      • Phillip Sheehan
      • Kevin Shiltz
      • David Stoller
    • Financial Advisors >
      • Heather Barniak
      • Shana Rivera
      • Michael Tornatore
    • Research & Staff >
      • Cheri Barnes
      • Jessica Eveland
      • William Hager
      • Robin Hurlburt
      • Marina Ilievski
      • Renee Katafiaz
      • Alex Mapstone
      • Eric Phoulavong
      • Symantha Searles
    • Since 1970
    • In Our Community
    • Our Logo
  • What We Do
    • Asset Management
    • Financial & Estate Planning >
      • MV Discovery
    • Disclosure
  • Research & Planning Tools
  • Contact
  • Client Login
  • eMoney