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Kip Kolson

Founder & President

Family Wealth Leadership

United States, California, Irvine

About Me

Kip Kolson entered the financial services industry in 1967. His experience includes tenures in banking, commercial real estate development, and financial planning at a leading business and personal financial planning corporation as well as ownership of his own real estate company, and now his own family wealth leadership company. As Vice President and head of real estate at Bank of America’s Newport Center office, Kip managed the office’s real estate loan portfolio. From there, he became Vice President and Chief Financial Officer for an independently owned commercial real estate development and management company. Kip had oversight of the company’s asset management including lines of cred

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Profile Information

Founder & President

Family Wealth Leadership

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Irvine

California

United States

Sep 23, 2025

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