As a Financial Planning Associate, Kevin first looks to understand the client’s situation and their needs. Then he helps the clients build comprehensive financial plans to better understand how to approach the big decisions in life.
Before Summitry, Kevin worked at eMoney Advisor as a Client Support Specialist, helping Financial Advisors with modeling financial planning situations within the software and before that, worked as a Business Analyst for LPL Financial. He graduated from the University of California, San Diego with a Bachelor of Arts in Economics.
Originally from Southern California, Kevin has made the move to the Bay Area and is always open to learning about new things to do and places to go.