Broker Check
Kevin Goulding

Kevin Goulding

*Investment Advisor Representative

Kevin Goulding is an Investment Adviser Representative serving the Napa & Petaluma areas.

Kevin has an MBA in Finance from UC Davis and extensive experience as the CFO for mid-market, privately-held companies in the bay area.  Also, Kevin has completed the Personal Financial Planning Certificate program at UC Berkeley extension and passed the rigorous CERTIFIED FINANCIAL PLANNER exam.  Additionally, Kevin is a General Securities Representative (Series 7 License) and passed the Uniform Combined State Law Examination (Series 66 License).

With his knowledge and expertise, Kevin advises individuals and business owners on how to plan a financial course that will help them achieve their goals.  For individuals, that includes understanding how today’s choices (e.g. Retirement Plan contributions) affect tomorrow’s retirement lifestyle. For business owners, that may include succession planning and buy/sell agreements.

Kevin is a fiduciary and therefore is obligated to keep the client’s interests first and foremost.   More importantly, Kevin is passionate about helping others make smart financial choices that fit their vision of success.  

Kevin takes an active interest in local causes, has served on the board for Mt Diablo Habitat for Humanity and is an avid hiker.

 

*Registered Representative offering securities and investment advisory services through United Planners Financial Services, member: FINRA, SIPC. JWM and United Planners are independent companies.

 

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