Meet Kevin

A little bit more about Kevin...

I began my career in banking and lending, then transitioned into wealth management in 2000 to better serve my clients on an individual level. Prior to joining Purse Kaplin Sterlin and Apollon Wealth Management, I was a financial advisor with RBC Wealth Management and Wells Fargo Advisors. In addition to my Series 7, 63, and 65 licenses, I hold insurance licenses in California, Texas, and Nevada. I also have the CERTIFIED FINANCIAL PLANNER® and the Certified Investment Management Analyst (CIMA®) designation.

As a proud Californian, I grew up in the greater Los Angeles area, earned my bachelor’s degree in business at California Lutheran University in Thousand Oaks, and now I spend my time between California and Texas.

Giving back is important to me. I volunteer my spare time by serving on the board of directors for Junior Achievement of Southern California to help the next generation build financial skills. I also enjoy snowboarding, water skiing, boating, hiking, doing triathlons and watching live music. You can otherwise find me spending time with my wife and two adult daughters, at the lake, or anywhere close to nature.