Kevin’s unique approach to wealth management combines the abstract thinking of a philosopher with the pragmatic execution of a financial planner.
Today, with nearly 20 years of experience, Kevin understands the critical importance of receiving sound, rational advice from someone you trust and has helped over 1000 clients transition into retirement. He leverages his seasoned insight to help clients navigate complex wealth management and retirement strategies which are often times fraught with stress and anxiety that comes with any new chapter in life.
Kevin has worked in both analytical and client-facing roles throughout the course of his career – giving him a deep understanding of financial complexities and the ability to explain those concepts in simple, plain language. He provides confidence and peace of mind to his clients during times of economic uncertainty by ensuring that there is a plan in place for such eventualities. Thoughtful discussions and tailored investment strategies are the foundations of his practice.
Aside from his college years at Fresno State University, Kevin has lived in the San Francisco Bay Area for all of his life. When he is not working with clients, you can find Kevin working in the garden with his golden retriever, Moose, relaxing on the beach with his fiancée, or kickboxing and weightlifting at the gym.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
