Kevin began his career in 1996 as a Financial Advisor with Morgan Stanley in San Francisco where he received two Outstanding Performance awards. He was later with Fisher Investments in Woodside, where his responsibilities included serving as Group Vice President of the Investment Counselor department representing more than $20 billion in client assets and where he was honored with a Lifetime Achievement Award. Kevin joined Integris in 2009 and became a partner in 2012, where his focus is legacy and incapacity planning, retirement plans and business operations.

Kevin’s education includes a BA in Law & Society from the University of California, Santa Barbara, and a Certificate in Financial Planning from the University of California, Santa Cruz.  Additionally, Kevin holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and is a member of the Financial Planning Association.

Outside of work you would find Kevin serving on a Hospice Foundation committee, spending time with his two young children and exploring the beaches and mountains of the Monterey Peninsula, of which he is a fifth generation resident.

You can contact Kevin at kevin@integriswealth.com or 831-620-1717.

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