Kevin provides financial planning services and investment strategies with Opta Financial and specializes in college funding, retirement, pension maximization 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 and is insurance and securities licensed for Virginia, Maryland, and DC. He enjoys volunteering in church and community activities including food drives for the homeless.
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