Kevin Keil
Providing financial advice is much more than a profession for Kevin; it’s his passion. As a financial advisor, Kevin values trust and communication above all else. He believes that incorporating these two qualities in relationships with his clients provides a better understanding of his clients’ unique financial goals and better strategies to reach those goals.
He also works with a varied client base—medical professionals, technology-based professionals, business owners, 1099 professionals, in addition to others. His practice focuses on comprehensive business and personal financial strategies while incorporating a creative and holistic approach. Upon graduating from San Diego State University with a degree in public
administration, Kevin immediately pursued a career in the insurance industry and specialized in helping families build wealth and protect their assets through life insurance. He made the switch to financial advising to work in a more relationship-oriented field where he could help better peoples’ individual situations and allow them to spend more time on things they love.
Outside of work, Kevin values spending time with his wife, Ciara, and their son, Rory. Some of his hobbies include visiting local breweries, fitness, golfing, sports, and socializing with friends.
Kevin’s practice is built on integrated financial strategies, including:
- Comprehensive Financial Planning
- Investment Portfolio Management
- Financial Analysis Review
- Employer Equity Strategies (RSUs, Stock Options, ESPPs, ESOPs)
- Retirement Investment Strategies
- Education Funding
- Wealth Management