Kevin Brettell, CFP®

Kevin Brettell, CFP®

Senior Partner

Kevin’s background includes over ten years of experience specializing in comprehensive insurance and investment planning for individuals with a focus on personal financial planning, wealth accumulation, estate preservation, and retirement planning.  As a specialist in retirement benefits, Kevin works with participants in public sector retirement plans and their families plan for the future. 

The focus of his financial planning practice is to create individualized strategies with his clients to help guide them as they encounter financial milestones in their lives.  

Continuing his education and staying up to date on legal and regulatory matters is integral to Kevin’s practice.  Kevin has obtained the designation of CERTIFIED FINANCIAL PLANNER ™ professional (CFP®). This designation symbolizes Kevin’s dedication to being a valuable resource to his clients.

As Kevin continues to grow his practice, Equitable has recognized him for reaching the annual production level of National Leader Corps (NLC).

Kevin resides in Easton with his wife, Emily, and their two children, Lily and Eamon.

Professional Designations/Registrations:

Kevin has earned the designation of CFP® CERTIFIED FINANCIAL PLANNER™ professional.

FINRA Licenses: Series 7, 66

Life & Health Licenses: New Jersey and Pennsylvania



Graduate of Pennsylvania State University


Industry Awards:

National Leader Corps (NLC)







CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

The Rockland Group Wealth Management, LLC is not owned or operated by AXA Advisors, LLC or its affiliates.

Phone 610-606-0543
Fax 610-606-0575