Kevin provides financial planning services and investment strategies with Opta Financial and specializes in college funding, retirement, pension options and elder care advising. Kevin earned his undergraduate degree in Government & Politics & Economics from University of Maryland, College Park. He began is financial services career in 2012 after operating two small businesses for 15 years. Kevin holds FINRA Series 6, Series 63 & Series 65 licenses. He enjoys volunteering in church and community activities including food drives for the homeless.
With combined education in financial services and in-depth knowledge of the ever-changing insurance industry landscape, he can help to provide you with solutions for your unique situation.
He is licensed to sell insurance products in the following jurisdictions:
Virginia, Maryland, DC.
He is registered to offer securities in the following jurisdictions:
Virginia, Maryland, DC
Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees