Alan P. Kenney, CPA
Founding Principal
Alan began his professional career in 1969, providing fee only financial services and customized financial planning services as a financial professional, a CPA, and as a Founder of Financial Management Associates, LLC; a Registered Investment Advisory Firm.
Alan has a Bachelor of Science Degree in accounting, finance, and business. He has done graduate work in taxation, and continually participates in ongoing accredited continuing education covering investments, financial planning, finance, accounting, business, and taxation.
Alan is a Certified Public Accountant.
Since 1969, Alan has provided professionals services to:
IndividualsFamiliesClosely held businessesEstates and trustsRetirement plan sponsorsNonprofit organizationsEndowmentsOther Professionals
Affiliations
A Member since 1989 of the Financial Planning Association® (FPA)A Member since 1979 of the American Institute of Certified Public Accountants (AICPA)A Member since 1979 of the Massachusetts Institute of Certified Public Accountants (MSCPA)
Personal
Alan is an accomplished Martial Artist and has studied classical Okinawan Karate since 1976 and has attained the rank of fourth-degree black belt.
Alan and his wife, Rebecca, have traveled extensively throughout Asia, including Hong Kong, Mainland China, and Thailand.
Contact Information:
Financial Management Associates, LLC
471 Andover Street
North Andover, MA 01845-5822
Phone: 978-687-2867
Fax: 978-975-1948
E-Mail:apkfma@comcast.net
Mark J. Hideriotis, AIF
Managing Director
Mark is an experienced and accomplished Financial Advisor with over two decades worth of experience in both the Financial Services and Consulting industries. Mark serves as the client's trusted advisor regarding retirement planning, estate planning, investment advice, tax strategies, and protection planning including life insurance and long-term care planning. Most recently, Mark served as a trusted Advisor for his clients at Antaeus Wealth Advisors, specializing in advising Doctors, Executives and Entrepreneurs. Possessing extensive experience working with all forms of investment and retirement accounts, executive compensation and college savings plans, Mark has also empowered his clients through many educational seminars, many of which were directed to leading New England college and university medical programs to educate and provide financial literacy to the Residents, Fellows and Teaching Doctors. Mark has a Bachelor of Science Degree in Management Information Systems with a concentration in Japanese from Babson College. Professional Credentials and LicensesAccredited Investment Fiduciary (AIF®)FINRA Series 7FINRA Series 66Insurance Licenses – Life, Variable Life and Variable Annuity
Personal
Mark resides in southern New Hampshire with his wife, three daughters, and Miniature Australian Sheperd.Like Alan, he is a long-time Martial Artist with a 4th degree black belt in Uechi-Ryu Karate.
Contact Information:
Financial Management Associates, LLC
471 Andover Street
North Andover, MA 01845-5822
Phone: 978-687-2867
Fax: 978-975-1948
E-Mail: mark.hideriotis@fmallc.com