Pursuing financial wellness through trust and communication.
Listen. Educate. Guide.
As a financial advisor, Kevin values trust and communication above all else. He believes that incorporating these two qualities in relationships with his clients provides better understanding of his clients’ unique financial goals and better strategies to reach those goals.
Kevin assists small business owners, medical professionals, and young professionals as well as high net worth individuals who are looking for sound financial advice.
Born and raised in Sacramento, Kevin now calls San Diego home. Kevin attended San Diego State University, where he earned a degree in public administration. He enjoys spending time with family at barbeques, hiking, visiting the dog beach, playing golf, and traveling.
- FINRA Series 7 Registered
- FINRA Series 66 Registered
- Licensed Life, Accident and Health Insurance Agent
Advice-based financial planning services
Kevin’s practice is built on integrated financial strategies, including:
- Comprehensive Financial Planning
- Investment Portfolio Management
- Financial Analysis Review
- Employer Equity Strategies (RSUs, Stock Options, ESPPs, ESOPs)
- Retirement Investment Strategies
- Education Funding
- Insurance strategies
- Tax minimization strategies*
- Income protection strategies
Kevin often holds seminars on financial planning, the home buying process, tax efficient investments, and retirement strategies. Contact him today to connect on holding a seminar!
San Diego, CA
9370 Sky Park Court
San Diego, CA 92123
Kevin Keil is a registered representative and investment advisor representative of Securian Financial Services, Inc.
Financial Professionals do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.