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Robertson Stephens

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Kevin Talty, CFP®, EA

Senior Vice President

Kevin is a Senior Vice President at Robertson Stephens where he provides financial life guidance alongside Frank Corrado, CPA, CFP®, RLP and Frankie Corrado, CFP®, RLP. Kevin has been studying and providing holistic financial planning to clients for 6 years ranging from personal finance, tax planning & preparation, retirement & estate planning, investment strategies and risk management.

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 began his passion for financial planning with his undergraduate degree, having a concentration in Financial Planning, completing all 7 courses of the CFP Board-Registered Education Program through Stockton University. 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. Kevin lives in South Jersey and also has a passion for traveling and spending time in nature.

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San Francisco, CA 94105
p: (415) 500-6810
e: info@rscapital.com
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Copyright © 2023 · Robertson Stephens

  • Who We Are
    • Our Story
    • Our Team
    • Our Board
  • What We Do
    • Our Four Pillars
    • – Independent Fiduciary
    • – Wealth Planning
    • – Investment Solutions
    • – Digital Solutions
    • Areas of Expertise
  • Insights
    • Thought Leadership
    • Weekly Commentary
  • News Room
  • For Advisors
  • Contact Us

(415) 500-6810

My Plan

My Portfolio