Kevin is a Wealth Planner at The GenWealth Group, where he partners with advisors in our firm to prepare analysis for client Financial Planning Review meetings and retirement projections. He works with clients to ensure seamless integration of all financial matters and counsels on important benefits including Medicare and Social Security. With special training as a National Social Security Advisor (NSSA®), Kevin helps ensure clients maximize enrollment in these important programs. He is also the firm’s insurance expert, advising on health, life, disability, and long-term care insurance. Kevin obtained the CERTIFIED FINANCIAL PLANNER™ designation in 2019 through a program at Boston Un