His path into financial advising was shaped by a desire to work directly with people. Early in his career, he helped build a startup Montessori materials provider, gaining experience in business planning, product development, and international partnerships. While valuable, the work highlighted what mattered most: understanding people, their stories, and the “why” behind their financial goals. Today, he takes an educational approach that seeks to empower clients to make informed, confident decisions.

Raised in a multi-generational agricultural family, Kevin learned the importance of discipline, integrity, and follow-through. These values continue to guide how he serves clients.

He works with individuals and families at all stages—whether growing wealth, navigating complex career and family decisions, or preparing for retirement—serving clients throughout Southern and Northern California and the Hawaiian Islands.

Kevin is a graduate of Cal Poly Pomona and holds the Accredited Wealth Management Advisor (AWMA®) and Chartered Retirement Planning Counselor (CRPC®) designations.

He lives in Torrance with his wife, Victoria, and their children, Owen and Isla.