Certified Financial Planner (CFP®)
Owner & President
Expert Financial Planner and Strategist to High Net Worth Individuals and their Families
Kevin Reardon, CFP® has been helping high net worth clients achieve their financial goals for over 30 years. Developing a one-to-one relationship with clients is Kevin's unique skill and the reason he started Shakespeare Wealth Management.
Placing an emphasis on developing close relationships is what allows him and his team to better help clients through key transition points in life, such as retirement, selling a business, losing a loved one, divorce or inheritance. He finds planning for and successfully guiding his clients through these moments rewarding; but finds the most reward in ensuring a client's legacy continues to bear fruit long after they're gone.
Kevin graduated from Marquette University College of Business with specialties in Finance and Economics. Kevin uses his financial expertise to serve his community as a member on the board of the Children’s Hospital of Wisconsin Foundation Planned Giving Council, is an active member in Jesuit Nation, Life's Connection, and his local church. Kevin is the past President and Chairman of The Financial Planning Association of Wisconsin and is an active member in WICPA and NAPFA.
Kevin is happily married and the proud dad of three adult 'boys.' He is an avid (rabid?) traveler, preferring remote and far-flung destinations. He is a semi-professional weekend landscaper and has frequently been accused of planting too many trees and spending too much time on his lawnmower. When not traveling and landscaping, he enjoys spending time with family and friends, skiing, boating, working out, and being outdoors.
- CFP® 2007
- 2013-2015 Milwaukee Magazine 5-star Wealth Manager
- 2017 Vistage Inspirational Leader of the Year Award