Everyone’s economic and life situation is unique, and Kevin keeps that in mind in helping clients create their Financial Roadmap. He graduated with a Bachelor of Science degree in Hotel and Restaurant Management, with additional emphasis in finance, mathematics and engineering from California State Polytechnic University, Pomona in 1990. Kevin has been a Financial Advisor since the year 2000. He earned his Financial Planning Certificate from Kaplan University in 2006 and is a Certified Financial Planner ™. Has multiple securities licenses in several states and insurance licensed for life insurance and long-term care. Most of his clients are individuals, families and small business owners.
Kevin is married, has two teenage sons and lives in Colorado. Some favorite activities include: being a volunteer ski guide for visually impaired skiers, hiking, fishing, weight lifting, working on his Jeep and spending time with family and their Siberian husky. In the morning on September 13, 2014, Kevin stood on top of Uncompahgre Peak (14,309 feet) with his two teenage sons. It was their fifty fifth fourteener summit together.
Let Kevin and his professional partners assist in guiding you and your family to a better financial outcome. This planned approach to success is the result of a multi-step process. While building your financial plan Kevin will help you:
With fifteen years of experience, a Certified Financial Planner™ and professional partners, hiring Kevin’s team arms you with experience and resources to approach planning your financial future. This coaching and support can help you to smoothly endure and make the most of the circumstances in your life – career, marriage, children, assets, etc. As you move down the financial road Kevin will help to:
Furthermore, Kevin has the emotional discipline required to make sure plans are acted upon. His guidance, reassurance, support and stability will help you stay on course and pursue your long-term goals. Call to set up a consultation to talk about your important life events. This allows us to meet and make sure we have a purpose for working together and moving forward.