Biographical Info Born in Boise, ID, graduating from Biola University with a B.S. in Computer Science, and furthering his education by earning an M.B.A. in Finance from California State University, Fullerton, Kevin’s first position was as a software developer for a small programming firm. He entered the financial services field in 1990 and worked to earn the Certified Financial Planner™ mark. Kevin has been helping hard-working people create more fulfilling lives for over 34 years. He excels at bringing complex concepts to understandable levels. His truly caring character is refreshing and a comfort.
Level Starter
Start Date April 18, 2024
Address
13215 Penn St, Ste 327
Whittier, CA 90602
US
Phone Number (562) 945-0760
Favorite Scripture Verse And I heard a loud voice from the throne, saying, “Behold, the tabernacle of God is among men, and He will dwell among them, and they shall be His people, and God Himself will be among them, and He will wipe away every tear from their eyes; and there will no longer be any death; there will no longer be any mourning, or crying, or pain; the first things have passed away.” And He who sits on the throne said, “Behold, I am making all things new.” And He said, “Write, for these words are faithful and true.” Then He said to me, “It is done. I am the Alpha and the Omega, the beginning and the end. I will give to the one who thirsts from the spring of the water of life without cost. He who overcomes will inherit these things, and I will be his God and he will be My son.
Scripture Reference Revelation 21:3-7
Profession Financial Advisor, Financial Planner, Insurance, Registered Representative, Registered Investment Advisor
Professional Focus Biblically Responsible Investing (BRI), Charitable Giving, Financial Planning, Insurance Planning, Investment Management, Legacy Planning, Long-Term Care, Retirement Planning, Social Security Planning
Website https://www.alphaandomegafinancialsolutions.com/
Firm Alpha & Omega Financial Solutions
About Alpha & Omega Financial Solutions is a full-service financial consulting firm dedicated to helping clients build, preserve, and distribute wealth. We are completely independent, so our loyalty belongs exclusively to our clients — not to a parent company. Independence enables us to establish working relationships with a number of industry-leading brokerage firms and providers whose concepts we leverage to create customized client portfolios. We recommend only those ideas and services that can be tailored to suit our clients’ unique needs.