Kevin Galvez

As a financial advisor with a passion for helping clients align their money with what matters most to them, Kevin brings a holistic, planning first approach to wealth management grounded in the belief that a clear financial plan is the foundation for a more balanced and fulfilling life.

With a specialty in tax planning, Kevin integrates deep technical knowledge, guiding clients through the complexities of the tax code not just to minimize liabilities, but to maximize opportunities. Whether it’s optimizing equity compensation, navigating retirement distributions, or managing taxes, every financial decision supports a broader vision of his client’s long term financial goals.

Rooted in the principles of evidence-based planning, Kevin helps clients move beyond spreadsheets and projections to create financial plans that are both technically sound and easy to understand. Or in Kevin’s own words: “I personally believe that the goal isn’t just to grow wealth, it’s to be able to use it wisely, in service of what matters most in life.”

That same long-term mindset carries into Kevin’s personal life. As an endurance athlete, backpacker, and surfer, he understands the value of patience, preparation, and resilience-qualities that mirror the financial planning journey. Whether training for a marathon, navigating remote trails, or catching waves at sunrise, Kevin brings the same discipline and intentionality to life that he brings to every client relationship.