CFO & Treasurer
When asked about his feelings on joining he said, “Being asked to come on as the CFO of CPKW is a true honor. I couldn’t be more excited for the opportunity to give back using my competencies in finance and tax to support this amazing cause. Surfing for 10 years now, I always wanted to find a way to connect my professional life with my passion of ocean and environment. Killer Whales are amazing and beautiful animals. I want to do my part in helping to make sure they stick around!”
Kevin is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Practitioner, and Enrolled Agent (EA) and a Vice President at Robertson Stephens where he provides financial life guidance to clients. He has been studying and providing holistic financial planning for 6 years ranging from personal finance, tax planning & preparation, retirement and estate planning, investment strategies and risk management. Prior to Robertson Stephens, Kevin served High-Net-Worth and C-Suite executives of fortune 500 companies.