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Kevin D. Dorwin, CPWA®, CFP®

Chief Executive Officer Linkedin

About

Kevin joined the firm in 2004 and serves as Chief Executive Officer. Kevin’s expertise includes portfolio design and management, estate planning, charitable giving, and other wealth management strategies.

Kevin previously 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 and was an important contributor to the launch of several new wealth management and estate planning services, including the Schwab Fund for Charitable Giving.

Kevin lives in Half Moon Bay with his family.

Education

  • B.S. in Managerial Economics, University of California, Davis
  • MBA, University of Southern California, Marshall School of Business
  • Yale School of Management, Wealth Management Theory & Practice (CPWA® certification program administered by the Investments & Wealth Institute)

Highlights

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Private Wealth Advisor®
  • Member of Forbes Finance Council
  • Selected as one of the top 1,200 financial advisors in the country by Barron’s (2014)
  • Past member & treasurer of the Blind Babies Foundation Board of Directors
  • Past Advisory Council member for the Buck Institute for Research on Aging
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