Certified Financial Planner Professional CFP®
KEVIN is an LPLFinancial Advisor and a Certified Financial Planner CFP® professional at Anton Financial who joined the team in 2015. He is passionate about helping our clients simplify, organize, and coordinate all aspects of their financial planning so they can focus on what matters most. In fact, Kevin has made it his professional mission to be our clients’ most trusted financial planning partner, helping them plan and prepare for all their significant life events.
Kevin is committed first to carefully listening and therefore really understanding what is truly important to our clients and then providing personalized wealth management strategies to them. He thoroughly enjoys having ‘a front row seat’ in witnessing the impacts of providing quality advice based on a true understanding of each client’s unique needs. He truly believes the foundation of all financial success and prosperity begins with having a good plan - for managing both financial opportunities and unexpected challenges.
Kevin is a CERTIFIED FINANCIAL PLANNERTM professional. The CFP® certification is awarded to financial professionals who complete a lengthy and demanding certification process that includes not only education, examination, and experience requirements but also actively enforced ethics requirements that hold CFP® professionals to a fiduciary duty of care; that is putting their clients’ best interests first.
Kevin is a licensed Life, Accident & Health, and Variable Annuities Agent in Hawaii (#333628). He also holds the following securities registrations with LPL Financial: Series 7 General Securities Representative and Series 66 Uniform Combined State Law. Kevin has been serving as a financial advisor in the financial services industry since 2006. He also graduated from the University of Hawaii at Manoa with a Bachelor’s degree in Finance.
Kevin was born and raised in Honolulu. He is a judo black belt, a Gracie Jiu-jitsu black belt and instructor, and an avid animal lover – and the proud owner of Bacon, his adorable, furry sidekick. Kevin also enjoys traveling the world and experiencing and learning new things.
Chief Comfort Officer
BACON is the Chief Comfort Officer at Anton Financial and joined the team in 2015. He is ecstatic to come to work with Kevin every day, with the sole purpose of making the days of everyone who comes in contact with him brighter & lighter! His enthusiasm for life, positive energy, great attitude, and adorable looks really do make the world a better place.
In his spare time, Bacon enjoys cuddles, playing fetch in the park, and guarding the office from both UPS and FedEx. He is especially good at…being cute and loveable!