About Kevin
Kevin partners with a team of advisors to create comprehensive financial plans for their clients. He works to design and build customized portfolios for each client and protect their plans through asset allocation and portfolio rebalancing. He also facilitates client meetings and reporting. Kevin says the most rewarding part of his role is watching doors open for those who he’s helped gain the financial security they deserve.
He enjoys talking with clients, building a healthy relationship where he can add value to their lives or make a positive impact. These relationships have taught him that people come from all different walks of life and to never assume anything.
A San Francisco native, Kevin currently resides in San Jose. Outside of the office he enjoys playing basketball, engaging in outdoor activities, cooking, and spending time with friends and family.
Education and Professional Milestones
- San Jose State University – bachelor’s degree in finance
- Passed the Series 65 examination in 2020
- Has also held roles as a financial services professional with New York Life and as a corporate legal assistant with Intellectual Property Law Group
Kevin partners with a team of advisors to create comprehensive financial plans for their clients. He works to design and build customized portfolios for each client and protect their plans through asset allocation and portfolio rebalancing. He also facilitates client meetings and reporting. Kevin says the most rewarding part of his role is watching doors open for those who he’s helped gain the financial security they deserve.
He enjoys talking with clients, building a healthy relationship where he can add value to their lives or make a positive impact. These relationships have taught him that people come from all different walks of life and to never assume anything.
A San Francisco native, Kevin currently resides in San Jose. Outside of the office he enjoys playing basketball, engaging in outdoor activities, cooking, and spending time with friends and family.
Education and Professional Milestones
- San Jose State University – bachelor’s degree in finance
- Passed the Series 65 examination in 2020
- Has also held roles as a financial services professional with New York Life and as a corporate legal assistant with Intellectual Property Law Group