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
Kip Kolson
Founder & President
Family Wealth Leadership
United States, California, Irvine
About Me
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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Kevin Kolson
Vice President, Certified Financial Planner(TM), Certified Exit Planning Advisor and Certified Founders Group Associate
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