Kevin G. Bauer, CFP®, ChFC, CLU

For over 25 years, Kevin has committed himself to creating a financial firm capable of providing clients with the most comprehensive and professional financial services available. Specializing in high net worth individuals, his expertise in highly technical financial planning, portfolio management and estate planning strategies has helped him build trusted and lasting relationships with his clients.

Kevin is a recognized leader in the financial services industry, having received numerous honors and awards. An active participant in his church and community, Kevin regularly volunteers his time and resources in the service of others. As a husband and father of four children, he finds his true joy and happiness while spending time with family and friends.

California Insurance License # 660133

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