As a consultant for small business retirement plans for several decades, Kevin has witnessed a lot of changes in the industry. One constant has been his continued focus to provide the best service to clients as they navigate the waters of retirement planning. His satisfaction, along with the entire FinDec team, is based on the success of clients.
Professionally, he is most passionate about teaching plan sponsor clients about how retirement plans work and helping them craft more successful programs for their employees. He is also very passionate about being involved on the national level as an advocate for FinDec’s clients in front of government policymakers.
Kevin has a track record of acquiring and retaining clients over the years. His biggest accomplishment has been being an integral part of the continued development and success of FinDec.
Instead of going to graduate school after college, Kevin started acquiring professional designations in the specific field of retirement he was working in. He has a total of eight, and they each require annual continuing education, which ensures he is up-to-date on many different aspects of the industry.
Kevin attended the University of San Francisco and holds a bachelor’s degree in business management from CSU Stanislaus. When not helping employers with their retirement plans, he spends time with his family and children. He also loves car racing and exploring new places.