Meet Kevin.

Kevin H. Foster CFP®
Kevin H. FosterCertified Financial Planner
CFP®
“It’s not what you earn, it’s what your keep”

Experience

  • Co-founder Wealthnest Planners LLC & Wealthnest Tax Services LLC
  • Thousands of tax returns prepared (*not a service provided by LPL Financial)
  • Approaching three decades of tax efficient wealth management, business planning, retirement, and legacy

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

  • Blessed husband and father of 3
  • Brazilian jiu jitsu black belt
  • Outdoor enthusiast
  • Go Diamondbacks!
  • Loves sour gummy worms
  • Goal: Be a better man than yesterday
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