Kevin Goldin provides a high level of service and attention to each of his clients, acting as their family CFO, as that title best describes the comprehensive planning and financial management role he serves in their lives. Given his breadth and depth of experience, Kevin builds financial plans to help clients grow and preserve their wealth. Understanding that every client has unique needs, each portfolio is customized and balanced with an appropriate level of risk relative to each client’s situation and desired outcome. Kevin works diligently with clients to help them confidently plan for retirement and to create a roadmap designed to achieve the financial future they envision.

For more than 30 years, Kevin has worked with a diverse clientele of corporate executives, affluent individuals and business owners that appreciate his analytical skills, financial experience and training in technical research. Prior to becoming a financial advisor, he was a Certified Public Accountant (CPA®) with Coopers & Lybrand. Kevin has earned his Certified Investment Management Analyst (CIMA®) designation which signifies a high level of consulting experience with asset allocation, ethics, due diligence, risk measurement, investment policy and performance measurement. Kevin earned a B.S. in Accounting from The University of Colorado at Boulder.

Kevin is an outgoing person who enjoys meeting new people and hearing about their life experiences. Growing up as the child of a corporate executive, Kevin spent much of his formative years overseas living in London, Mexico City and Australia. When he is not working, he loves to travel to see more of the world, play tennis, golf, cycling and go scuba diving.