INVESTMENT PLANNING SERVICES

Investment Advisory Oversight
Offered by our sister company - G & O Financial Services, Inc.

Kevin McCutcheon, CFA serves as the investment advisor to our sister company, G & O Financial
Services, Inc.

Kevin has served as the Chief Investment Officer for G & O Financial since 2013. Kevin has spent
his career building investment portfolios for clients that not only include traditional assets such as
stocks and bonds, but also hedge funds and private investments. After graduating from The Ohio
State University with a major in Family Financial Management and minors in Economics and Real
Estate, Kevin’s career flourished with an investment advisory firm in Ohio that managed over $450
million.

Kevin earned his CFA Charter (Chartered Financial Analyst®) and is a member of the CFA Institute.

 

Kevin McCutcheon, CFA
G & O Financial Services Inc.
Tel 727.342.1042 | Fax 727.209.1355
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gofinancialwealth.com

 

888 Executive Center Dr. W.
Suite 101
St. Petersburg, FL 33702

Since 1971
Over 45 Years
of Excellent Service

St Pete - 727.576.1245
Tampa - 813.228.9709
FAX - 727.578.4072