Kevin is a Senior Vice President at Robertson Stephens where he provides financial life guidance alongside the rest of the Holmdel, NJ team. Kevin has been insatiably curious about people and their stories since studying and living in Europe for a year during his undergraduate program. With curiosity and the calling to help people, he pursued a specialization in Financial Planning for his Bachelor’s degree leading him to become a CERTIFIED FINANCIAL PLANNER® (CFP®). Now more than 10 years in the field, Kevin is unrelenting on four cornerstones in creating long-term relationships – Trust, Honesty, Transparency, and an Always Happy to Help mindset. These are anchored in providing a meticulous level of holistic financial planning including tax services that is rarely found in the industry.
Prior to joining Robertson Stephens, Kevin was a Financial Life Guide at Blue Blaze Financial Advisors, a SEC Registered Investment Advisor located in Holmdel, NJ. Kevin graduated Stockton University with a concentration in Financial Planning. He then went on to serve High-Net-Worth and C-Suite Executives at Ayco, A Goldman Sachs Company which provides company-sponsored comprehensive Financial Planning to 425 US corporations, 55 of which are in the top Fortune 100.
Kevin graduated magna cum laude from Stockton University BS in Business Studies with a concentration in Financial Planning. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) Practitioner, and Enrolled Agent (EA) which allows him to represent clients before the IRS. His volunteer work includes being the Chief Financial Officer(CFO) of The California Killer Whale Project, Inc. since July 2020 whose mission is to continue the long-term study of the ecology, natural history, and conservation of killer whales off the coast of California and being a volunteer for the Asbury Park Surf Club which provides surf lessons and Ocean education to local youth programs in Monmouth County, NJ each Summer. Kevin lives in Northern NJ and continues his many passions of travelling, surfing, rock climbing, hiking and reading.