Kevin is an Orange County native. He grew up in the city of Irvine and earned his Bachelor of Arts degree in Economics from California State University, Fullerton. He Joined CML Wealth Management in June of 2016 as a LPL Registered Sales Assistant. He holds the Series 7 and Series 66 registrations through LPL Financial as well as the Life, Accident & Health license. His roles include providing support in market research, trade order executions, and miscellaneous financial inquiries.
He began his financial career as an intern in an office consisting of multiple financial advisors. Following his internship, he advanced to the Para Planner position and performed those duties for over two years prior to joining CML Wealth Management in 2016.