Kevin focuses on investment strategies, wealth management and retirement planning at Private Client Group. Since joining his current broker-dealer, now Equitable Advisors in 1993, Kevin has been assisting high net worth families and individuals in aligning their financial strategies with their personal goals and philosophies. His holistic approach addresses both the opportunities, as well as the challenges, wealth presents for families. “I have often cited businessman Robert Kiyoski’s book, “Rich Dad, Poor Dad,” in my work with individuals and families. ‘It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.” This is the purpose of sound financial planning and why Kevin has dedicated himself to establishing and securing legacies throughout his career. By helping families build their financial legacies, he is helping their loved ones inherit a better tomorrow.
CA Insurance License # OE38624