Kevin M. Pearly, CFP®, CRPC®, C(k)P®

Founding Partner, Private Wealth Advisor

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Kevin M. Pearly
forbes best in state wealth advisors 2022 shook research

Kevin co-founded SkyPath Private Wealth in 2022 after a distinguished 22+ year career with Merrill Lynch Wealth Management.  His passion for delivering exceptional service, leveraging cutting-edge tools and technology, and providing objective financial guidance inspired him to establish his own independent firm alongside a team of like-minded, experienced wealth advisors.

Recognized for his expertise, Kevin has been named to Forbes "Best-in-State Wealth Advisors" list in years 2018-2022.  He specializes in helping families and individuals take control of their financial lives, providing structure, organization, and clarity to help them achieve their goals with confidence.  Kevin believes that financial success isn’t just about numbers—it’s about behavior, discipline, and having a well-defined plan.  By integrating behavioral finance principles into his practice, he helps clients navigate emotional and psychological factors that influence financial decision-making, empowering them to stay focused and make informed choices for the long term.

Kevin also works closely with corporations and business owners, designing customized retirement plans that support both their businesses and employees. He takes an educational approach, ensuring participants understand their retirement options so they can make decisions that align with their financial future.

Kevin holds a bachelor's degree in finance from the Stern School of Business at New York University. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant and has earned the Chartered Retirement Planning Counselorâ„  (CRPC®) designation from the College for Financial Planning, as well as the C(k)P Certified 401(k) Professional designation through The Retirement Advisor University in collaboration with UCLA Anderson School of Management.   Kevin is a registered financial advisor with the NFL Players Association (NFLPA), providing specialized financial guidance to current and former professional athletes, helping them navigate the complexities of wealth management, career transitions, and long-term financial security.  Additionally, he maintains FINRA Series 7, 66, and 31 registrations.

As a Board Member of the Exit Planning Institute (EPI) New Jersey Chapter, Kevin actively supports business owners and advisors in navigating exit strategies and value acceleration. He is also a former board member of the New Jersey chapter of the Arthritis Foundation and a volunteer with Junior Achievement, helping students build financial literacy, business acumen, and career development skills.

Kevin and his wife Deana reside in Madison, New Jersey, with their two sons, James and Alexander along with their two petite mini bernedoodles , Calvin & Chloe.

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