Kevin Won, CRPC, CCPS, CTS
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Below you can schedule a call and learn about Kevin Won, CRPC,CCPS, CTS. To schedule a call with Kevin, scroll down and click on any of his available times. Kevin Won is vastly knowledgeable about your company's health and benefits plan and Wealth Planning.  Kevin can help guide you through a happy retirement. 

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Kevin Won, CRPC,CCPS, CTS

Kevin has been working with Fortune 500 clients for many years and is very familiar with your pension and health benefits before and after retirement.  

Kevin completed the CFP® (Certified Financial Planner) Certification Professional Education Program through the College for Financial Planning, and is also a Certified Financial Fiduciary® (CFF), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), Certified College Planning Specialist (CCPS), Certified College Funding Specialist (CCFS), Certified Tax Specialist (CTS), and holds the Series 65 Investment Advisor Representative license.You may have seen some of Kevin's articles published in MarketWatch, Benzinga and on The Retirement Group Blog. 

 

What learning experiences prepared you for this role?

My father was a carpenter in the San Francisco Bay Area and passed away unexpectedly.  After my father's passing, our family learned that my father had taken a single life pension and there were no financial reserves for my mother.  This mistake caused me to not only help my mother through retirement but the experience gave me the drive to assist other people though their retirement.  I feel I understand my client's decisions and the emotions that go into the retirement planning process much better than the average advisor.

What does a typical day look like for you?

I usually spend my day meeting with clients. I review their accounts and future plans. I also discuss investment strategies with my partner Steve Boblis. Once a week Steve & I will host a seminar/webinar as a group educational event. During my time at The Retirement Group, Steve & I have really become quite the team.

How important is educating clients in your process?

I think educating clients is the most important step of the process. Benjamin Franklin once said "An investment in knowledge pays the best interest." We want to be transparent and make sure at the end of the day you leave my meeting knowing how to improve your situation.

What is the most rewarding part of your job?

The most rewarding part of my job is being able to vicariously live through my clients. I love hearing all the great retirement plans my clients make. Whether its remodeling the house, a cross country road trip, or even just taking care of the grandkids every story has its charm and its amazing to help make these plans a reality.

Contacting Kevin

Office: (800) 900-5867

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Office: (800) 200-9838
Fax: (866) 936-0750
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