Advisor profile


My approach

Kevin John Marumoto - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Kevin John Marumoto - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Family Finances
  • Domestic Partner Planning
  • Small Business
  • Charitable Giving
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7, 9, 10, 24, 63

Education

  • Bachelor of Arts, Economics, University California Irvine 1992

Interests

  • I am an avid skier and tennis player. I also enjoy practicing Yoga.
  • Other hobbies include watching movies, reading and cooking.

Community participation

  • Children's Dental Health Clinic
  • Mercy House
  • Second Harvest Food Bank of Orange County

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2018, 2020-2021
  • Ameriprise Circle of Success, 2002-2008, 2010-2020
  • Amerirprise Diamond Ring Member, 2011

Honored to be recognized in Forbes

I’m beyond excited to share that I’ve been named to the Forbes Best-in-State Wealth Advisors list for 2021. This list includes top advisors from across the industry who are committed to helping their clients stay focused on and achieve their long-term financial goals. Thank you to my clients for trusting me with your financial futures. And, thank you to my remarkable team – your dedication inspires me each and every day.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.