Kevin Outland is a Financial Consultant for The Capstone Planning Group. He has been a licensed Financial Advisor since 2007 and joined the team in 2023.
Mr. Outland holds various licenses including his Series 7 Securities License, Series 66 Investment Advisor License, Series 63 State License, and Insurance Licenses. He also holds the Certified Retirement Consultant (CRC) designation.
Mr. Outland specializes in areas such as retirement income planning, long-term asset management, and insurance based strategies. For more than a decade he has been helping clients pursue a wide range of financial goals.
Prior to joining the Capstone Planning Group, Mr. Outland was a Financial Advisor with Citizens Securities (located at Citizens Bank). He decided to join The Capstone Planning Group because he felt it would provide access to a broader range of investment solutions, research, and technology.
Mr. Outland is a native of Sturbridge and currently resides in Brookfield, MA with his wife and three children. He is actively involved with the Sturbridge BNI Chapter and a volunteer for the Salvation Army. In his spare time, he enjoys boating, the guitar, and golf.
The Capstone Planning Group | Located at Cornerstone Bank
Direct Phone: 508-764-0046
200 Charlton Road [Suite B]
Sturbridge, MA 01566
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Cornerstone Bank, The Capstone Planning Group, and Capstone EDGE are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using The Capstone Planning Group or Capstone EDGE, and may also be employees of Cornerstone Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Cornerstone Bank, The Capstone Planning Group, and Capstone EDGE.
Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value
Conveniently located at Cornerstone Bank