7561 Center Ave
CERTIFIED FINANCIAL PLANNER™
Passion for ClientsGETTING STARTED – Born in Boise, ID, graduating from Biola University with a B.S. in Computer Science, and furthering his education by earning an M.B.A. in Finance from California State University, Fullerton, Kevin’s first position was as a software developer for a small programming firm. He entered the financial services field in 1990 and worked to become a CERTIFIED FINANCIAL PLANNER™ professional.
COMMUNITY INVOLVEMENT – Kevin has been a featured speaker at several public seminars throughout California, working with both non-profit organizations and public education institutions to develop awareness of personal financial planning strategies and practices. He serves as a Bible study leader and has been an adjunct faculty member and volunteer in the Center for Insurance Studies at Cal State Fullerton.
PROFESSIONAL EXPERIENCE – Kevin has had extensive experience in the Financial Services Industry serving both clients and brokers. He has gained recognition over the course of his career in the areas of education, client development, and broker development.
CLIENT RELATIONSHIPS – Kevin has been helping hard working people create more fulfilling lives for 20 years. He excels at bringing complex concepts to understandable levels. Kevin’s professional goal is to help his clients live their dreams by: