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

Picture
















kshiltz@mapstoneveritas.com


585.475.8440
585.292.1569 (fax)
PROFESSIONAL EXPERIENCE |
A Financial Consultant 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.
Vertical Divider
PLACES TO VISIT
Boston, MA
Alexandria Bay, NY
Fort Lauderdale, FL
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
FUN FACT
Name any classic movie and there’s a good chance I haven’t seen it. 
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.
​
​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