Kevin Talty, CFP®, EA | Source | Senior Vice President at Robertson Stephens Wealth Management

Kevin is a Senior Vice President at Robertson Stephens Wealth Management. He has been studying and providing holistic financial planning to clients for 6 years ranging from personal finance, tax planning & preparation, retirement & estate planning, investment strategies and risk management. Kevin began his passion for financial planning with his undergraduate degree, having a concentration in Financial Planning, completing all 7 courses of the CFP Board-Registered Education Program through Stockton University.