
KEVIN RENNE

Joining the JFS team in 2017, Kevin K. Renne is a Partner and Wealth Advisor based in Pittsburgh, PA. With over 22 years of professional experience in wealth management, Kevin is committed to helping clients navigate their financial journeys by providing tailored solutions that address their individual needs. His approach emphasizes education, planning, and proper implementation to solve clients’ financial concerns, and help meet their goals.
Kevin holds a Bachelor of Arts in Business Management and Marketing from the University of Pittsburgh and an MBA from Penn State University. His experience is focused on planning and wealth management for high-net-worth (HNW) and ultra-high-net-worth (UHNW) families, as well as providing institutional asset management for pensions and non-profits. Kevin is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Exit Planning Advisor (CEPA®).
Kevin’s commitment to his profession and community is evident in his active involvement. He is a member of several professional organizations, including the Association for Corporate Growth (ACG) Pittsburgh and the Exit Planning Institute (EPI) Pittsburgh. He also served as Chair of the Mt. Lebanon Municipality Pension Investment Advisory Board from 2013 to 2019.
Outside of work, Kevin enjoys spending quality time with his wife and their three boys. He avidly supports youth athletics and has a passion for live music, and outdoor activities like golfing, skiing, hiking, and camping.
Joining the JFS team in 2017, Kevin K. Renne is a Partner and Wealth Advisor based in Pittsburgh, PA. With over 22 years of professional experience in wealth management, Kevin is committed to helping clients navigate their financial journeys by providing tailored solutions that address their individual needs. His approach emphasizes education, planning, and proper implementation to solve clients’ financial concerns, and help meet their goals.
Kevin holds a Bachelor of Arts in Business Management and Marketing from the University of Pittsburgh and an MBA from Penn State University. His experience is focused on planning and wealth management for high-net-worth (HNW) and ultra-high-net-worth (UHNW) families, as well as providing institutional asset management for pensions and non-profits. Kevin is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Exit Planning Advisor (CEPA®).
Kevin’s commitment to his profession and community is evident in his active involvement. He is a member of several professional organizations, including the Association for Corporate Growth (ACG) Pittsburgh and the Exit Planning Institute (EPI) Pittsburgh. He also served as Chair of the Mt. Lebanon Municipality Pension Investment Advisory Board from 2013 to 2019.
Outside of work, Kevin enjoys spending quality time with his wife and their three boys. He avidly supports youth athletics and has a passion for live music, and outdoor activities like golfing, skiing, hiking, and camping.
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- Website:
https://www.jfswa.com/ - Phone: (412) 713-7907
- City: Pittsburgh
- State: Pennsylvania
- Postal Code: 15228
- Country: United States
- Designations: CEPA, CFP(R)
- Markets Served:
- Company Name: JFS Wealth Advisors
KEVIN RENNE

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

2023 National 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

CEPA: 2024 AUG | Online

CEPA: 2024 FEB | Online

CEPA: 2024 JAN | Online

CEPA: 2024 JUL | Online

CEPA: 2024 JUN | Online

CEPA: 2024 MAR | Online

CEPA: 2024 MAY | Online

CEPA: 2024 OCT | Online

CEPA: 2024 SEP | Online

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
