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.