As a wealth advisor, Kevin works closely with business owners and executives in creating financial plans that support their business, retirement, and personal goals. Kevin specializes in:
- Business Owner Planning
- Charitable Planning Strategies
- 401(k) and other retirement plans
Kevin works closely with his clients to build their personal roadmap towards fulfilling their financial dreams. With a caring heart and personal touch, Kevin helps charitably inclined business owners and individuals align their wealth with their personal values. Kevin is heavily involved with Big Brothers Big Sisters of San Diego County as a mentor, speaker and volunteer. Additionally, he provides pro bono planning to the less fortunate through the San Diego Financial Literacy Center.
With a degree in Business Finance from Point Loma Nazarene University (PLNU), Kevin continues to remain involved with his alma mater as President of the PLNU Business Alumni Association. He holds advanced designations as a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Accredited Investment Fiduciary® (AIF®).
When Kevin isn’t 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.