Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
Kevin Luss, CFP®, ChFC has been in the business of insurance for most of his life.
Kevin graduated in 1990 with a degree in Accountancy from Villanova University School of Business.
Before founding The Luss Group, Inc., Kevin spent 10 years working in the insurance industry in San Francisco and Los Angeles, CA. Kevin spent three years as the head of the healthcare division of ABD, one of the largest regional insurance brokerages in the western U.S.. His clients consisted exclusively of physician groups, large medical networks and hospitals/hospital systems.
The focus of The Luss Group, Inc. now and in the future is to provide the best financial products and services for their clients in a caring, open and trusting environment. The local, personal attention that Kevin offers, in tandem with access to world class capabilities is what is truly setting his firm apart in the Hamptons and beyond.
Kevin lives in Southampton, NY with his wife Tanya, son Benjamin and daughter Caroline.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies