Kevin Talty, CFP®, EA
Kevin is a 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.