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 investment planning so they can focus on what matters most. In fact, Kevin has made it his professional mission to be our clients’ most trusted investment planning partner, helping them plan and prepare for volatile markets.
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.