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Kevin Kolson

Vice President, Certified Financial Planner(TM), Certified Exit Planning Advisor and Certified Founders Group Associate

Family Wealth Leadership

United States, California, Irvine

About Me

Kevin Kolson joined Family Wealth Leadership in 2004. He assists in directing the Wealth Management and Planning process to assist client families to achieve their goals and objectives and to help create a family legacy that spans multiple generations. Further, Kevin manages the development and oversight of the client’s investment portfolios. Prior to joining Family Wealth Leadership, Kevin spent six years as a senior associate for a leading business valuation firm in Irvine, California, where he gained valuable experience he is able to apply to meeting the needs of the firm’s business clients. These include valuing the securities of both privately and publicly held small and middle marke

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Profile Information

Vice President, Certified Financial Planner(TM), Certified Exit Planning Advisor and Certified Founders Group Associate

Family Wealth Leadership

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Irvine

California

United States

Sep 28, 2024

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