Our Qualifications



GETTING STARTED Born in Boise, ID, graduating from Biola University with a B.S. in Computer Science, and furthering his education by earning an M.B.A. in Finance from California State University, Fullerton, Kevin's first position was as a software developer for a small programming firm.  He entered the financial services field in 1990 and worked to earn the Certified Financial Planner mark.


COMMUNITY INVOLVEMENT  Kevin has been a featured speaker at several public seminars throughout California, working with both non-profit organizations and public education institutions to develop awareness of personal financial planning strategies and practices.  He serves as a Bible study leader, as a board member of the Whittier Church of God, is a commissioned minister of the Church of God of Southern CA and NV, and has 16 years of teaching experience as an adjunct faculty member and volunteer in the Center for Insurance Studies at Cal State Fullerton.


PROFESSIONAL EXPERIENCE  Kevin has had extensive experience in the Financial Services Industry serving both clients and brokers. 




"The need for the knowledge and information that only a trusted financial advisor can provide is ever growing - someone who offers you a full range of financial strategies for all life stages and helps you to prepare for your retirement, children's college education, and proper risk and estate management." - Chris Hart


 I offer clients an impressive depth of knowledge in investment planning, insurance, and estate planning.

Since 1992, I have provided comprehensive financial advice to thousands of investors. 

As an investment advisor representative and financial professional I am well versed in a number of financial disciplines. My combined education and experience position me to offer a broad-base of financial services suitable for my clients needs.


In 1988, I received my Bachelor of Science Degree in Mathematics from UC Irvine. 



I am dedicated to developing lasting relationships with all my clients.
I believe in helping each person become confident in assessing his or her financial goals and participating in the financial management process.  One of the benefits of working with me is my ability to provide clear, easily understood explanations of financial products and services. The personal program that I can provide is a roadmap to working toward a more secure financial future.


Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck