Main BOS Logo

Back to Team

Kevin D. Dorwin, CFP®

Managing Principal

Kevin joined the firm in 2004 and serves as Managing Principal with Carol Benz. 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
  • BS, Managerial Economics, University of California, Davis
  • MBA, University of Southern California, Marshall School of Business
Highlights
  • Kevin Dorwin is a CERTIFIED FINANCIAL PLANNER™ professional
  • Selected as one of the top 1,200 financial advisors in the country by Barron’s (2014)
  • Member of the Financial Planning Association (FPA)
  • Past Member & Treasurer of the Blind Babies Foundation Board of Directors
  • Past Advisory Council Member for the Buck Institute for Research on Aging
Connect
Linkedin
Articles
IPO Windfall: How to Incorporate Charitable Giving Into Your Financial PlanIPO Windfall? Consider the Big Picture FirstWealth Building Checklist for Successful 30-SomethingsReview of Current: A Debit/ATM Card and App for TeensWhat Bad Blood Can Teach Us About Evaluating Investment OpportunitiesShould I Pay Off My Mortgage? New Tax Law Changes the Math for SomeWhat is Cryptocurrency and Should You Own Any?Mindfulness and Sound Financial DecisionsSmoothing the Wealth Transfer ProcessEvaluating Senior Living Options with My Father - A Personal Experience
SUBSCRIBE TO OUR NEWSLETTER

Get B|O|S Perspectives
in Your Inbox