Kevin A. Luss, CFP®, ChFC in

Kevin A. Luss, CFP®, ChFC

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Financial Advisor at Walnut Beech Advisors | LPL Financial
📍 Southampton, New York, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
34 Years
Current Role
Financial Advisor
Location
Southampton, New York, United States
Personality Overview

How Kevin shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Kevin cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

1-2025
Financial Advisor
Walnut Beech Advisors | LPL Financial
9-2001
President
The Luss Group, Inc.
6-2010
President
The Luss Group, Inc. P&C
9-2001
President
The Luss Group Inc.
1999 - 2001
Producer
ABD Insurance & Financial Services
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1986 - 1990
Accounting
Villanova University
2007 - 2009
Chartered Financial Consultant
The American College of Financial Services
1992 - 2024
Master of Science - MS
The School of Intangible Experience
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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