Meet Kevin.
Kevin H. FosterCertified Financial Planner
CFP®
CFP®
“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