Kevin is a founder and financial planner at Aligned Financial Planning, focused on helping charitably inclined individuals, business owners and donors of non-profits align their money with their personal values. With a caring heart and personal touch, he creates financial plans and strategies that support their business, retirement, and personal values and goals.

Kevin launched his career in financial planning in 2008 in the midst of the Great Recession. Although it was a difficult and uncertain time, he was able to learn during that unique period and now uses that experience with his clients. After working at a couple different firms, he founded Aligned Financial Planning in order to focus on clients with shared values and interests.

Kevin is involved with Big Brothers Big Sisters of San Diego County as a board member, mentor, and speaker. Additionally, he provides pro bono planning to the less fortunate through the San Diego Financial Literacy Center. With a degree in Business Finance from Point Loma Nazarene University (PLNU), Kevin continues to remain involved with his alma mater as a board member of the PLNU Business Alumni Association. He holds advanced designations as a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Accredited Investment Fiduciary® (AIF®).

When Kevin isn’t working or involved with charities, you’ll find him exploring new restaurants, playing golf or spending time outdoors. Kevin, his wife, Alyc, and their two kids live in North Park and love spending time in their neighborhood.

To see more about Kevin’s experience and to read some of his articles, you can check out his LinkedIn profile here.

Check the background of this investment professional on FINRA’s BrokerCheck.

Kevin is a founder and financial planner at Aligned Financial Planning, focused on helping charitably inclined individuals, business owners and donors of non-profits align their money with their personal values. With a caring heart and personal touch, he creates financial plans and strategies that support their business, retirement, and personal values and goals.

Kevin launched his career in financial planning in 2008 in the midst of the Great Recession. Although it was a difficult and uncertain time, he was able to learn during that unique period and now uses that experience with his clients. After working at a couple different firms, he founded Aligned Financial Planning in order to focus on clients with shared values and interests.

Kevin is involved with Big Brothers Big Sisters of San Diego County as a board member, mentor, and speaker. Additionally, he provides pro bono planning to the less fortunate through the San Diego Financial Literacy Center. With a degree in Business Finance from Point Loma Nazarene University (PLNU), Kevin continues to remain involved with his alma mater as a board member of the PLNU Business Alumni Association. He holds advanced designations as a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Accredited Investment Fiduciary® (AIF®).

When Kevin isn’t working or involved with charities, you’ll find him exploring new restaurants, playing golf or spending time outdoors. Kevin, his wife, Alyc, and their son, Pierce, live in North Park and love spending time in their neighborhood.

To see more about Kevin’s experience and to read some of his articles, you can check out his LinkedIn profile here.

Check the background of this investment professional on FINRA’s BrokerCheck.