About

After serving in the U.S. Army Special Forces as a Green Beret, Kevin launched his career with UPS before transitioning to a career as a financial advisor where he leverages his skills gained from his military and corporate experience. With 20+ years in business and financial planning, and substantial education and professional certifications, he currently serves as a financial advisor with Wealth Enhancement, where he creates strategic financial, retirement and tax plans for his clients. Kevin has published many articles in MarketWatch, Benzinga and The Retirement Group blog.

Education

  • MBA - Corporate Finance, Golden Gate University - San Francisco
  • BS - Business Administration/Finance, California State University - San Jose 

Resources from Kevin Won

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Current Clients

Contact me via email or me at the top of the page.

Your complimentary consultation

During your no-obligation meeting, you will:

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Get a second opinion on your financial situation

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Be matched with a Wealth Enhancement advisor

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Begin crafting a comprehensive financial plan

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