One of Virginia's premier insurance brokers, who supports a broad array of financial and insurance professionals, Caroline Kennedy also focuses on financial problem solving for business owners, successful executives, and affluent and influential people. Her first hand knowledge of a broad range of insurance and financial products coupled with her top level contracts with other financial resources allows Caroline to respond to most financial problems with coordinated and professional solutions.
President and co-owner of Capital Planning Consultants, Ms. Kennedy's professional experience has included managing brokerage companies, and leading executive search and training experiences for local and national financial companies. Her contacts have led to strong relationships with banking, mortgage, CPA, legal, financial planning, investment management, and insurance professionals.
An especially active supporter of SCAN (Stop Child Abuse Now), Caroline also shares her talents with other non-profit community and social activities. She believes that giving back to the community is an invigorating factor in enjoying her successful life. Caroline looks forward to providing successful, creative, and professional solutions and resources for the financial concerns and problems of your clients and prospects.