Kevin Beutel, MBA, FRCā
Hi there! Iām Kevin Beutel, a Wealth Manager and a FEEBA Certified Federal Retirement Consultant specializing in helping federal employees with retirement. With clients, I pride myself on simplifying complex financial concepts and breaking them down into clear, actionable steps. My passion lies in promoting financial literacy, with a key focus on establishing sound financial habits, developing effective budgeting strategies, and mitigating risks for a secure retirement. Together, my clients and I develop a deeper understanding of the factors that drive financial success and create a personalized plan to build a successful future.Ā
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Albany, NY
"I aim to provide ongoing, one-on-one advice anchored in a comprehensive financial plan for federal employees.ā
How can I help?
Federal Retirement Planning
Financial Planning & Analysis
Tax Optimization
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Get to know Kevin
Kevin Beutel, MBA, is a dedicated Wealth Manager in Albany, NY. His passion for financial guidance was sparked while working as a controller for an excavating company. Volunteering to teach a financial literacy course for a local nonprofit revealed his deep satisfaction in educating others and helping them achieve their next financial milestones.
Inspired by this experience, and having witnessed the significant financial challenges and lack of professional guidance faced by the blue-collar workers at the excavating company during the 2008 financial crisis, Kevin launched his career as a financial advisor. He subsequently returned to school to earn an MBA with a Masterās Level Certificate in Financial Planning.
Early in his career, he also assisted several federal clients with their taxes, which motivated him to specialize in navigating the complexities of federal benefits.
In 2025, Kevin joined Savvy. He was drawn to the firm's technology, which allows him to streamline administrative tasks and dedicate more personal time to assisting clients. Outside the office, Kevin enjoys the natural beauty of Upstate New York through activities like woodworking, gardening, hiking, and occasional kayaking with his wife.
While working as a controller for an excavating company, I volunteered to teach a financial literacy course for a local nonprofit. Through this experience, I discovered my passion for teaching and helping students take their next steps. This inspired me to return to school, where I earned an MBA with a Masterās Level Certificate in Financial Planning.
In 2008, I witnessed firsthand the financial challenges and lack of guidance faced by blue-collar workers at the excavating company. These early experiences launched my career in financial advisory and fueled my commitment to helping others.
My expertise lies in navigating the complexities of the federal retirement system and taxes. Federal pension systems, the Thrift Savings Plan, and Federal and Postal Health and Employee Life Insurance benefits have unique rules that can be challenging. I help clients break down these complex systems into simple, understandable concepts.
I primarily work with federal and state employees, including those from the post office, IRS, and Department of Defense.
I focus on tax planning and optimization because they are crucial aspects to consider when managing your finances. By strategizing efficient ways to minimize tax liabilities and maximize savings, my clients can plan for the future. Additionally, I also help clients with retirement planning, Investment management, and cash flow planning because they are essential for maintaining a healthy financial balance.
I focus on financial planning, tax optimization, and retirement planning strategies for my clients.
I follow the Age Banding approach to financial planning and wealth management, using distinct time horizons and risk profiles tailored to each age group.
My favorite part of working with clients is simplifying complex and intimidating financial concepts into clear, actionable steps.
Personal connections with clients are vital to me, and I strive to dedicate as much time as possible to them. Previously, administrative tasks and obligations consumed much of my time, limiting my client interactions. By joining Savvy, I leverage their technology and service level to reclaim time for my clients.The culture, collaboration, and excitement the team has about what we do, Iāve never experienced anything like it.
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The FRC certification is given by the Federation of Federal Employee Benefit Advocates (FFEBA). FFEBA is not endorsed or affiliated in any way with the Federal Government.
Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials or endorsements provided herein, by advisers. However advisors may have an indirect financial incentive to provide testimonials.
