Financial Advisor, CFP®
Kevin is a Financial Consultant with NWF Advisory headquartered in Los Angeles, California. Prior to being a financial consultant, Kevin helped start and run several small businesses. This prior experience gives him a specialized insight into the needs of business owners and the self-employed, a growing segment of today’s workforce. Kevin began his own independent practice as a financial advisor, and since then has helped individuals and business owners plan and meet their financial goals. Kevin believes in providing honest, sound, and helpful advice and enjoys building long lasting relationships with his clients.
Kevin’s credentials include:
• Professional designation in Personal Financial Planning PFP, University of California Los Angeles
• BS, Santa Clara University
• Certified Financial Planner (CFP®)
• Series 6, 7, 63, and 65 Licenses
On a personal note, Kevin is a life-long resident of Los Angeles and lives with his wife and three daughters in Tarzana.