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Wallace Kennedy, RFC

Wallace Kennedy, RFC

President / Founder, CCO

President & Founder of MFG Investments, LLC.  

Wally entered the financial services industry in 1989 with Bear Stearns, & Co, in New York City. He also spent time working at Merrill Lynch and currently has over 30 years of experience in the industry. After becoming frustrated with the way the large firms put their interest ahead of their clients, he decided to make a change. In 1997, he launched MFG Investments LLC, a Registered Investment Advisory Firm with the State of New Jersey. 

Wally has worked extensively in the field of portfolio management with a specialty in asset allocation. His team takes investment discretion and utilizes modeled portfolios to help individuals, business owners, investors and retirees achieve their financial goals. 

He is a Registered Financial Consultant (RFC), a professional designation awarded by the International Association of Registered Financial Consultants to financial advisors who meet the high standards of education, experience and integrity. 

Wally is also Registered Principal and Registered Representative with Securities America, Inc. a Registered Broker Dealer, Member FINRA / SIPC

When Wally is not managing money, he enjoys the Salt Life and spending time with his family. He and his wife, Kelly, reside in Medford, NJ and have three adult children, Kelsey, Kevin, and Austin.