NACFF was created to provide all the information, tools, and resources needed for financial professionals to ensure they are compliant with the new fiduciary rule.
Kevin is a former member of the U.S. Army, serving in several domestic locations including Ft. Bragg, NC and internationally in Frankfurt, Germany.
Kevin obtained a Bachelor of Science degree in Finance from California State University - San Jose, and an M.B.A. from Golden Gate University in San Francisco. He is also a graduate of the United States Military Academy Preparatory School.
He previously worked for a Fortune 50 company (UPS) as Director of Finance & Treasury in their Worldwide Corporate Headquarters office in Atlanta, GA, as well as overseas in their Asia Pacific Headquarters office located in Singapore.
He is a former licensed Stock Broker, and Financial Planner with Baraban Securities Incorporated, Primerica Financial Services, and Symmetry Financial Group.
Kevin is currently licensed in CA, NV, AZ, WA, and OR, to advise on Retirement Planning, Wealth Building Strategies, Creating Guaranteed Lifetime Income Streams, Index Universal Life products (IULs), Premium Financing (creating a "leveraged pension plan"), and Retirement Protection Strategies.
He is a Certified Financial Fiduciary® (CFF), Accredited Wealth Management AdvisorSM , and holds the Series 65 Investment Advisor Representative license.
Kevin is President and Founder of WonStar Financial Group and serves clients in the United States Northwest Region.
CDI License #0B57014; NV DOI License #3385232; AZ / OR DOI License #2626665; WA IP License #998872 .