Kevin has always been a planner in life, enjoys helping people and applies those skills as an LPL financial planner. His favorite part of working with clients is putting together a roadmap and seeing their financial dreams become a reality. Kevin specializes in helping charitably-inclined business owners and individuals align their wealth with their personal values.

Kevin graduated with a degree in Business Finance from Point Loma Nazarene University (PLNU), joined the industry in 2008 and has been affiliated with LPL Financial ever since. He offers pro bono planning to the less fortunate through the San Diego Financial Literacy Center. He currently holds his CERTIFIED FINANCIAL PLANNER™ (CFP®) and Accredited Investment Fiduciary® (AIF®) designations.

Kevin is very active in the community and is heavily involved with Big Brothers Big Sisters of San Diego County as a mentor, speaker and volunteer. He also sits on a national committee of young professionals across the country to create an impact through sharing best practices, collaborating on strategic initiatives and serving as leaders for the organization. Kevin is currently the President of the PLNU Business Alumni Association and enjoys being involved with his alma mater. When Kevin isn’t working or involved with charities you’ll find him exploring new restaurants, playing golf or spending time outdoors. Kevin and his wife, Alyc, live in North Park and love spending time in their neighborhood.

Check the background of this investment professional on FINRA’s BrokerCheck.