Kevin Rutledge is the principal of Calm Seas Retirement Services, a financial services company located in southern New Jersey, and serves as an investment adviser representative for his clients since 2017. Drawing on over 20 years of management and financial experience, he regularly speaks on financial matters, including Social Security benefits and retirement planning.

When Kevin started his career, he primarily concentrated on Social Security, Medicare, and retirement planning services but saw a real need for a more comprehensive approach. He has since expanded his practice to cover virtually every financial, legacy planning, and insurance need a family or business may experience.

Kevin believes that every client has their own unique needs and goals, and he takes a relaxed approach to learning what those entail to create the ideal plan. As a manager and a coach, Kevin believes in seeking to first understand his clients’ experiences and desires and then working with them to create a comprehensive plan designed to help clients pursue their individual financial goals and objectives.

Using our financial software helps take the emotion out of investment decisions for clients and helps create a living, adjustable retirement plan.

Kevin’s strategies are designed to help provide clients with solid financial plans. Working closely with a team of professionals, Kevin’s particular focus includes:

Kevin was born and raised in Ireland and now lives in Egg Harbor Township, New Jersey, with his wife Susanne and their daughters Anne and Sarah. They enjoy watching their daughters’ sporting endeavors and getting together with family in Pennsylvania, Florida, and Ireland.