Kevin Jack,
CFP®

Client Advisor and Regional Director

Kevin began his career in the financial services industry in 2003, working for UBS and then Wells Fargo Financial. As Branch Manager, Kevin ensures client service and financial planning standards are met and maintained. He also enjoys helping his clients achieve their vision by bringing together such diverse elements as investments, pension plans, insurance, tax management, and estate planning in a comprehensive plan. Kevin graduated from the University of Arizona with a degree in Economics and a minor in Business Administration. He also holds the FINRA Series 65 License. Kevin resides in Orange County with his wife and three children.

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