Kevin Won, CRPC, CCPS, CTS, has proven himself to be a qualified advisor and as a result he has reached the level of Senior Financial Advisor within his firm, The Retirement Group. Kevin’s work ethic along with his vast knowledge of the AT&T, PG&E, Kaiser Permanente, and Chevron benefit plans really set him apart in his field.
With twenty years of financial experience, Kevin understands the significant responsibility he has when looking after a client’s life savings. Kevin and his partner Steve Boblis work as a team to assist their clients. The two generally spend their days meeting with clients, reviewing their financial plans, and filming webinars which aim to educate people on complicated financial matters.
Kevin completed the CFP® (Certified Financial Planner) Certification Professional Education Program through the College for Financial Planning, and is also a Certified Financial Fiduciary® (CFF), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), Certified College Planning Specialist (CCPS), Certified College Funding Specialist (CCFS), Certified Tax Specialist (CTS), and holds the Series 65 Investment Advisor Representative license. You may have seen some of Kevin’s articles published in MarketWatch, Benzinga and on The Retirement Group Blog.
Current clients and interested prospects can book a meeting with Kevin by clicking here:
https://retirekit.theretirementgroup.com/kevin-won-connect
Clients can attend his next live webinar by clicking here: https://us06web.zoom.us/webinar/register/WN_KclaMCz3TMK1A50dOyvS0g
You can also take a look at some of Kevin’s articles from The Retirement Group’s blog: https://www.theretirementgroup.com/featured-article/6-retirement-myths-kaiser-permanente-employees-you-need-to-know
Disclosure: The Retirement Group is an independent financial advisory group that focuses on transition planning and lump sum distribution. Neither The Retirement Group or FSC Securities provide tax or legal advice. Please call the office at 800-900-5867 for additional questions or for help in the retirement planning process. The Retirement Group is not affiliated with, nor endorsed by your company.
Securities offered through FSC Securities Corporation (FSC) member FINRA/SIPC. Investment advisory services offered through The Retirement Group, LLC. FSC is separately owned and other entities and/or marketing names, products or services referenced here are independent of FSC. Office of Supervisory Jurisdiction: 5414 Oberlin Dr #220, San Diego CA 92121. Your company is not affiliated nor endorsed by The Retirement Group or FSC Securities.
Media Contact
Company Name: The Retirement Group
Contact Person: Tiffany Hill
Email: Send Email
City: San Diego
State: CA
Country: United States
Website: https://www.theretirementgroup.com/
