Kevin is a founding partner of the Firm, and has over 35 years of public and private industry accounting experience. He uses his diverse experience to provide relevant advice to clients on business planning and tax issues. His areas of expertise include accounting and tax advice to various industries, including:
Nonprofit organizations
Real Estate
Distributors
As a financial advisor, Kevin assists clients in achieving their long-term financial goals by providing investment advice and wealth accumulation strategies.
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EDUCATION AND DESIGNATIONS
Kevin received his BS in Accounting from the University of San Francisco and has completed graduate studies in taxation at Golden Gate University. He has earned the Personal Financial Specialist (PFS) designation from the AICPA. In addition, he holds Series 7, Series 66, and life insurance licenses.
ASSOCIATIONS AND COMMUNITY INVOLVEMENT
Kevin is a member of the American Institute of Certified Public Accountants and the California Society of CPA’s. Kevin has served on the Board of Directors of several non-profit organizations including Moreau Catholic high School and The Danny Foundation. He is a member, past-president and past-treasurer of the Kiwanis Club of San Ramon Valley and a graduate of Leadership San Ramon Valley.
Kevin is active in his church, St. Isidore’s, in Danville. Over the years, he has served on the parish council, finance committee, School PTG and coached CYO basketball. He is also a member of the Knights of Columbus.