Kevin is a Certified Financial Planner (CFP) professional, an Enrolled Agent (EA) and a SEC Registered Investment Advisor (RIA). He received his Masters, Business Administration degree, with an emphasis in Financial Planning, from California Lutheran University. Kevin co-authored the 2010 PassKey EA Review Complete: Individuals, Businesses and Representation: IRS Enrolled Agent Exam Study Guide. Kevin enjoys road biking, skiing, taking after dinner walks with his wife Rosalia, and watching baseball games with his two post college-aged sons, Matthew and Michael.