Bio
Growing up in a single parent home exposed Kevin early on to some of life’s tougher realities. With an aim to help families avoid a similar fate, Kevin has devoted his career to financial services.
Kevin works directly with clients as an advisor. He believes in the power of continuing education for the betterment of himself and to add value for his clients; Kevin is a CFP® professional and holds the CLU®, RICP®, and ChFC® designations.
Kevin holds his B.A. in Business from the University of Colorado at Boulder and his Series 7, 66, as well as CA Life & Health License.
He currently resides in Walnut Creek with his wife, Maggie, and three daughters, Emma, Molly, and Charlotte. During his free time, Kevin enjoys golfing and skiing. Family activities that keep him busy include movie nights, board games, and sports of all different varieties (soccer, dance, basketball and gymnastics).
Achievements
Professional Designations:
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Life Underwriter (CLU®)
- Retirement Income Certified Professional designation (RICP®)
- Chartered Financial Consultant (ChFC®)
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