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

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​[email protected]
585.475.8440
585.292.1569 (fax)

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PROFESSIONAL EXPERIENCE |
Kevin is a Partner and Financial Advisor at Mapstone | Veritas, bringing nearly two decades of experience in investment management and financial planning. Since entering the industry in 2007, he has built a reputation for providing clients with a thoughtful and comprehensive approach to retirement planning, portfolio management, and tax optimization.

Holding both the CERTIFIED FINANCIAL PLANNER® professional and Retirement Income Certified Professional ® designations, Kevin brings a deep understanding of investment strategies to his clients. He is committed to making complex financial concepts clear and actionable.

When he’s not working with clients, Kevin enjoys spending time with his wife Jessica, their two kids, and energetic chocolate lab. 
 

​EDUCATION |

• A 2007 graduate from the University at Buffalo with a degree in Business Administration, and concentrations in Accounting and Finance.
• Holds the CFP® professional designation
• Holds the RICP ® designation
• Licensed in Life, Accident, and Health Insurance in New York
• FINRA Series 7, 24, and 66 licenses
• Member of the Estate Planning Council of Rochester

PLACES TO VISIT

Cape Cod, MA
Clayton, NY
Lake Placid, NY

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. 

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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 [email protected]. 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