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Kevin Thelen, CFA, CFP(r)

Kevin Thelen, CFA, CFP(r)

Partner & Financial Advisor

Kevin Thelen is a Financial Advisor who is passionate about providing independent, quality financial advice that serves our clients' best interests.

Kevin supports personal wealth management clients through financial goal planning, investment management, tax strategies, retirement income planning, and general support. Helping clients achieve their financial goals is his measure of success.

Additionally, Kevin loves to work with employers on their 401k (or similar plan) who wish to provide their employees with an opportunity to prosper beyond their working years. The service allows him to live his mission of expanding access to quality financial advice. Kevin believes a successful 401k plan meets the needs of the owners and encourages a culture of financial success with employees, all while limiting fiduciary exposure and administrative responsibility to the business.

Helping others live a more purposeful life with their money is Kevin's most important measure of his success. He feels most accomplished when he has created a positive impact on the life of another.

Kevin has been an educated, active, and accomplished member of the industry since 2005. Kevin holds a BA in Economics from Seattle University (2006). He earned the industry's top designations, including the CERTIFIED FINANCIAL PLANNERTM designation in 2009 and the Chartered Financial Analyst® designation in 2013. The Financial Times recognized Kevin as a top financial advisor in 2015 and 2016. Kevin is a past board member of the Sacramento chapter of the Western Pension & Benefits Council and the Capitol Forum on Pensions. Additionally, he has been an industry speaker, covering topics about behavioral finance, investment theory, and ERISA compliance.

Living a life of balance between his wife, two daughters, career, and cycling is how Kevin expresses his financial freedom. He hopes to encourage others to live their balance.

The Financial Times Top Financial Advisors is an independent listing produced annually by the Financial Times. The recognition is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for this recognition. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.