Kevin Gray, CFP®

Regional Director, Partner

Alamo, California

Contact Kevin

Kevin is a Regional Director and Partner with more than 25 years of experience serving individuals and families. He focuses on retirement planning, asset management, and estate planning while helping clients navigate important financial decisions.
He brings extensive experience in financial planning and wealth management, including senior advisory roles at Charles Schwab and Lodestar Private Asset Management. He earned a B.A. in Business and Economics from Westmont College in Santa Barbara. Kevin has held the CFP® designation since 1995.
He draws on decades of experience to help clients evaluate their financial priorities and develop coordinated strategies around them. His approach emphasizes thoughtful planning, long-term relationships, and clear guidance through changing financial circumstances.
Outside of work, Kevin enjoys spending time with friends and family, traveling, and being outdoors. He also enjoys competing in sports that involve training and speed.