Our Firm

Kevin has been an investment advisor for the last twelve years.  The last five have been with Berthel Fisher and Company Financial Services. Inc.  With a bachelors degree in business and administration and a certificate from UCDavis' Personal Financial Planning, Kevin applies his education with the real world applications of investing for his clients.  Berthel Fisher has been instrumental in allowing Kevin to search out and use many investments in the alternative area of investing.  

 
Kevin has been happily married for the last ten years to his wife, Kim.  Together, they have two wonderful little girls, Cara and Elise.  Most of Kevin's time away from work involves the girls.  Whether it is carting them around the state for gymnastics meets or leisurely bike rides, lost of time revolves around his family.  
 
Kevin was a Board Member of the Sacramento Asian Sports Foundation for over a decade, but has since resigned from that position. He still happily volunteers his time at all of their events.  Along with the volunteer work, any other spare time is used to golf.  Since there isn't too much time to practice, his golf game has suffered, but he still has fun with his friends as often as possible.
 
He holds FINRA (Financial Industry Regulatory Authority) Series 7, 6, 66, and 63 licenses as well as life/health insurance licenses, including variable annuities and long-term care certifications.