Our team
Blue Haven is two advisors. You will know both of us, and you talk to whichever one you need.
Donald Cummings Jr.
Founder
Sixteen years in institutional fixed income before founding the firm in 2006. Leads the bond and CD ladders and the cash side of client portfolios.
Kevin Kleinman
Financial Advisor
In markets since 2008 and advising clients since 2017. Handles day-to-day client work, the market commentary, and equity compensation planning.
Thirty minutes, no charge, and no obligation to become a client.
Book a meeting