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

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
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
Keylinks
More profiles to browse
Kip Kolson
Founder & President
You Might Like
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
PM
Prtima MISHRA1
Software Engineer
PA TEST
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial