Kevin Porter, AIF®, CSRIC®

Kevin Porter is a seasoned financial professional providing personalized financial advice to individuals, families, and businesses for over 25 years. He is a partner in the Chenango Commons Office, an advisor group of Visions Investment Services. The Chenango Commons Office represents over 40 years of combined experience serving the community with advice and financial literacy.

Kevin specializes in developing and implementing accumulation, distribution, and protection strategies. Through a comprehensive financial planning approach, he creates long-term relationships with his clients by providing education regarding their financial situation and available investment options. Kevin helps his clients make sound decisions to help them pursue their financial goals.

He has been awarded the ACCREDITED INVESTMENT FIDUCIARY® designation from the Center for Fiduciary Studies™. The AIF® designation signifies a specialized knowledge of fiduciary responsibility and marks the culmination of an experience prerequisite, a rigorous course study and successful completion of a final examination, a signed Code of Ethics & Conduct Standards agreement, and a commitment to annual continuing education.

Kevin has also been awarded the CHARTERED SRI COUNSELOR® designation from the College for Financial Planning. This program provides experienced financial advisors and investment professionals with a foundation knowledge of the history, definitions, trends, portfolio construction principles, fiduciary responsibilities, and best practices for sustainable, responsible, and impact (SRI) investments.

Kevin was born and raised in Ithaca, NY and completed his education there. Additionally, he maintains various securities registrations, held through LPL Financial, and insurance licenses in several states. He is also certified to offer the New York State Partnership for Long-Term Care Insurance.

Currently, he serves on the advisory board for the Visions Investment Services Community Impact Fund, a charitable fund supporting local causes, as well as is a member of the Greater Binghamton and Tioga County Chambers of Commerce. Kevin also served as past treasurer of the National Association of Life Underwriters in Ithaca, NY.

Kevin is an avid sports fan and traveler. He enjoys golf in the spring and summer and attending Notre Dame football games in the fall. Kevin moved to the Southern Tier in 2002 and resides in Endicott.