Advisor profile


My approach

Kevin J Crosby - My approach photo

Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Kevin J Crosby - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Insurance
  • Intergenerational Planning
  • Saving for Education
  • Family Finances
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
5
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • FINRA Series 7 and 66

Education

  • BA Bachelor of Arts, Economics, University of California Santa Cruz
  • BA Bachelor of Arts, History, University of California Santa Cruz

Interests

In my free time I enjoy working out and supporting my favorite Southern California sports teams, the Angels, Lakers, and Rams. My wife, Nicole, and I were recently married in June 2018 in Paso Robles, CA. We enjoy going to the movies and traveling to warm vacation destinations.

Community participation

  • PCH Volleyball Club - Board of Directors
  • Irvine Ranch Conservancy
  • Second Harvest Food Bank of Orange County
  • Bracken's Kitchen