Kevin H. Foster, CFP®

Kevin H. Foster, CFP(R) is a principal and a Co-Founder of Wealthnest Planners.  He oversees the firm’s entire financial planning process and is a leader within client operations, applying 18+ years of financial and leadership experience.  In addition, Kevin is a lead portfolio strategist, specializing in the arena of cost-efficient exchange traded funds.  He affirms that a truly successful wealth management plan goes far beyond investments.  His holistic approach addresses financial and retirement planning, tax planning for individuals and small businesses, estate planning and insurance solutions.  By coordinating these areas, he offers efficiency and simplicity to his clients. Kevin is also adept in the preparation and the process of transitioning clients and their parents from a private residence to into independent/assisted living and residential care.

His methodology begins with helping his clients get their financial house in order and works toward far horizon planning.  This approach shifts the focus from short-term fluctuations and immediate gratification to the future.  Kevin’s partnership and accountable guidance every year tracks the probability of success for each of his client’s goals and upholds the integrity of their financial plan.  Execution of this comprehensive planning is one of the most powerful and meaningful aspects of his life.

“Pursue what is meaningful, not what is expedient”

Experience

  • Co-founder Wealthnest Planners LLC & Wealthnest Tax Services LLC
  • Thousands of tax returns prepared (*not a service provided by LPL Financial)
  • First job – Baskin Robbins (circa 1990, South Florida)

Education

  • ASU – WP Carey School of Business; BS – Finance; Magna Cum Lade
  • Boston University Center for Professional Education, CFP® Practitioner
  • Series 7, Series 66 (held with LPL Financial)
  • Life and Health Insurance Licensed
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Personal

  • Adorer of Erin, his better half 
  • Father of 3 lovable rascals
  • Competitive (grew up with six siblings)
  • Loves jiu-jitsu, rock climbing, hiking & mountain biking
  • Fan of Cardinals, Diamondbacks, Suns & ASU 
  • Exhibits no self control when eating sour gummy worms
  • Goal: Be a better man than yesterday

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.