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Our financial advice team


Kevin John Marumoto, Private Wealth Advisor serving the Long Beach, CA area - Ameriprise Advisors

Kevin John Marumoto

Private Wealth Advisor

Elevated Wealth Advisory Group
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Family Finances
  • Domestic Partner Planning
  • Small Business
  • Charitable Giving

Qualifications

  • Series 7, 9, 10, 24, 63

Education

  • Bachelor of Arts, Economics, University California Irvine 1992

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2018, 2020-2022
  • Ameriprise Circle of Success, 2002-2008, 2010-2020
  • Amerirprise Diamond Ring Member, 2011

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

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

Interests

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