Chief Financial Officer & Treasurer
Kevin is the CFO at CPKW. 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.”
Kevin’s goal for CKWP is to do his part in helping to make sure Orcas stick around. They are amazing and beautiful animals.
- 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.