Broker Check

About Kevin

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Kevin Villanueva

805-773-8819

805-556-7020

kevin@spyglasswm.com

Kevin's reason for this career path was quite personal: He saw that many members of his own family, as well as friends, were not getting the kind of help they needed to plan financially for the future. Kevin was confident that with his understanding of personal finance, coupled with his training as a financial professional with the following firms; PaineWebber, ING, AIG Retirement, and MetLife Resources, he could help people better prepare for the future.

Kevin entered the financial services industry over 25 years ago. He specializes in retirement planning and insurance solutions within the Education, Healthcare, Non-profit, and Government workforce. He has developed a reputation for educating individuals in an easy-to-understand manner, so they can grasp personal finance ideas and use those concepts to pursue their financial objectives.

Kevin is a graduate of San Diego State University. He currently holds various securities licenses and insurance registrations with Securities America, Inc., a top national broker-dealer. He is licensed in several states to offer Securities, Life, Health, and Disability products. He is currently enrolled at the American College of Financial Services in their Certified Financial Planner program.

Kevin resides in Pismo Beach with his family and their dog Bear. In his free time, Kevin enjoys spending time with family, friends and going surfing. Kevin has been fortunate to visit all 50 states, as well as, many countries around the world in search for the perfect wave. A native of California, he has been a resident of Pismo Beach for many years and really enjoys the lifestyle here on the Central Coast.

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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