Client Advisory


Kevin is a Partner and Market Leader for the San Francisco Bay Area. He focuses on optimizing wealth through efficient investing, risk management, and tax strategy. His expertise includes portfolio design and management, estate planning, charitable giving, and other wealth management strategies — all designed to meet wealth-building goals of affluent individuals and organizations.

Before joining Cerity Partners, Kevin was the Chief Executive Officer for B|O|S. In this role, he provided strategic leadership, guided the firm’s investment and financial planning leadership, and advised select clients. Prior to B|O|S, Kevin worked for several large financial services companies including Charles Schwab & Company, Visa International, and Providian Financial Corporation. At Charles Schwab, Kevin was a member of the Affluent Client Group, playing an important role in helping to launch several new wealth management and estate planning services, including the Schwab Fund for Charitable Giving.



  • B.S. in Managerial Economics from the University of California, Davis
  • MBA in Finance from the Marshall School of Business at the University of Southern California


  • Received Wealth Management Theory & Practice certification from the Yale School of Management
  • Member of the Forbes Finance Council
  • Recognized as one of the top 1,200 financial advisors in the country by Barron’s in 2014
  • Former member and past Treasurer of the Blind Babies Foundation Board of Directors
  • Former Advisory Council member for the Buck Institute for Research on Aging

Q & A


What inspired you to pursue your career in financial management?

I was working for a big company and not finding any satisfaction from my work because I wasn’t adding value to people and wanted to find a profession where I could both help and do what I enjoy.

Was there a specific incident in your life that made it clear you were made for this career?

When I looked on my bookshelf and realized that most of my books were about personal finance, investments, and other financial topics. It’s what I gravitated to even before it was a profession.

What should your clients know the most about you?

That I care and have a deep sense of responsibility to them and their families. My skill is in making a complex and overly stimulated world more simple to understand, leading to more confident decisions

What kind of clients work best for you?

Clients who want and value advice and are open minded about potential solutions or approaches. It could be as simple as someone who wants peace of mind knowing their life savings are managed well to a complex family with many moving parts who wants someone to make sense of it all.

What differentiates Cerity Partners from other firms in our space?

To steal a phrase from earlier in my career, I think Cerity Partners “plays to win” meaning that we are not satisfied with the status quo and want to keep pushing the envelope. Many firms, even well established powerhouses, rest on their laurels.

What do you do in your personal life that helps you help your clients?

Maintaining healthy mind, body and spirit to be level-headed and calm when providing advice. And of course, staying informed on a broad range of subjects.

How would you describe your best day doing what you do?

It may sound boring but a very productive and engaging client review meeting where we cover a lot of ground is a simple but satisfying day. My best days also can include solving a thorny problem for a client that perhaps they didn’t know was a service we offered – going above and beyond the typical scope of the relationship.

What does the world need now more than anything?

Kindness, love, understanding, compassion and open-mindedness

Connect with Kevin

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our  Client Advisory Colleagues