
KAMAR PLUNKETT
I work with my clients and their families to help them on their journey to financial empowerment. I do so by helping them craft a financial strategy by focusing on three areas:
Financial Dignity
How will your assets allow you to keep your dignity when circumstances beyond your control, like a short-term incapacity, or a long-term care need arises? How will your loved ones know what to do? Will they know where your assets are? How will you ensure they keep your assets in line with your financial wishes?
Financial Impact
What type of legacy would you like to leave on this earth, be it through charitable works or the impact on your direct or extended family? Who are the individuals and organizations that you care enough about to ensure that they feel your love for them whether you are physically here or not?
Financial Freedom
How will the assets you have accumulated take care of you financially one day? How will you structure and invest your assets from a risk and taxation perspective in order to maximize your return on lifestyle? How will you structure your finances to help ensure you hit all of your financial goals regardless of what inflation, the market and life's other unknows bring?
I help you do this by bringing the full weight of my extensive professional experience, which is as follows:
Edward Jones: Financial Advisor
I provide tailored financial strategies to meet the unique needs of each client, ensuring personalized plans that align with their life goals and financial aspirations.
Fidelity Investments: Financial Consultant
In their private wealth department, I worked with high net worth executives, business owners and sophisticated clients, offering advanced financial solutions and strategies with complex stock options and financial risk mitigation.
United Nations Federal Credit Union (UNFCU): Director of Investments
I provided international financial planning services to members of the UN, World Bank and IMF.
TIAA: Wealth Management Advisor
I developed detailed financial and income strategies for high net worth participants in TIAA's retirement system.
Lenox Advisors: Relationship Manager
I collaborated with the HR departments of Fortune 500 companies to assist senior executives and business owners with comprehensive financial planning and legacy needs, and partnered with their external advisors for complex estate planning.
I work with my clients and their families to help them on their journey to financial empowerment. I do so by helping them craft a financial strategy by focusing on three areas:
Financial Dignity
How will your assets allow you to keep your dignity when circumstances beyond your control, like a short-term incapacity, or a long-term care need arises? How will your loved ones know what to do? Will they know where your assets are? How will you ensure they keep your assets in line with your financial wishes?
Financial Impact
What type of legacy would you like to leave on this earth, be it through charitable works or the impact on your direct or extended family? Who are the individuals and organizations that you care enough about to ensure that they feel your love for them whether you are physically here or not?
Financial Freedom
How will the assets you have accumulated take care of you financially one day? How will you structure and invest your assets from a risk and taxation perspective in order to maximize your return on lifestyle? How will you structure your finances to help ensure you hit all of your financial goals regardless of what inflation, the market and life's other unknows bring?
I help you do this by bringing the full weight of my extensive professional experience, which is as follows:
Edward Jones: Financial Advisor
I provide tailored financial strategies to meet the unique needs of each client, ensuring personalized plans that align with their life goals and financial aspirations.
Fidelity Investments: Financial Consultant
In their private wealth department, I worked with high net worth executives, business owners and sophisticated clients, offering advanced financial solutions and strategies with complex stock options and financial risk mitigation.
United Nations Federal Credit Union (UNFCU): Director of Investments
I provided international financial planning services to members of the UN, World Bank and IMF.
TIAA: Wealth Management Advisor
I developed detailed financial and income strategies for high net worth participants in TIAA's retirement system.
Lenox Advisors: Relationship Manager
I collaborated with the HR departments of Fortune 500 companies to assist senior executives and business owners with comprehensive financial planning and legacy needs, and partnered with their external advisors for complex estate planning.
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- Website:
https://www.edwardjones.com/us-en/financial-advisor/kamar-plunkett - Phone: +(212)204-2993
- City: New York
- State: New York
- Postal Code: 10022
- Country: United States
- Designations: CEPA
- Markets Served:
- Company Name: Edward Jones
KAMAR PLUNKETT

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
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Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

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2024 Webinar Series

2025 Webinar Series

5-4-3-2-1 Whitepaper

5-4-3-2-1 Whitepaper

A Look Inside The Unique World of - Value Creation Whitepaper

A Look Into Pressure Solutions Inc.: An Exit Planning Case Study

Access My Courses

Best-In-Class Whitepaper

Beyond CEPA Roadmap

Business Attractiveness Scorecard

Case Study: A Framework To Build Value In Your Business

Case Study: CEPA and CPAs

Case Study: CEPA and EOS

Case Study: CEPA and M&A

Case Study: How to Strategically Build Transferrable Value

Case Study: How To Utilize Your CEPA Credentials In A National Wealth Management Firm

Case Study: Human Capital, The Exit Planning Institute

Case Study: The Value of Transitioning a Business to its Employees

Case Study: The Value of Transitioning a Business to its Employees

Case Study: Value Acceleration

CEPA Development Scorecard

CEPA: 2024 APR | Online

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Chapter Logos

Decentralizing the Business Owner

Decentralizing the Business Owner

Email Marketing Templates

EPI Chapter President Circle Meeting Notes

Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

First Steps

Five Stages of Value Maturity Infographic

Five Stages of Value Maturity Infographic

From Successful to Significant

From Successful to Significant Whitepaper

Infographic: Beyond CEPA Path

Infographic: Decentralizing the Business Owner

Infographic: Five Stages of Value Maturity

Infographic: The 5 D's

Infographic: Who Has a Seat at the Table

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
.png)
Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
.png)
2024 Webinar Series
