Kevin Batstone, Cfp®
AeroLeads people directory · profile

Kevin Batstone, Cfp® Email & Phone Number

Managing Partner, Private Wealth Management at BayBridge Capital Group, LLC
Location: San Francisco Bay Area, United States, United States 6 work roles 3 schools
LinkedIn matched
✓ Verified Jun 2026 3 data sources Profile completeness 86%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
Managing Partner, Private Wealth Management
Location
San Francisco Bay Area, United States, United States
Company size

Who is Kevin Batstone, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Kevin Batstone, Cfp® is listed as Managing Partner, Private Wealth Management at BayBridge Capital Group, LLC, a company with 6 employees, based in San Francisco Bay Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Kevin Batstone, Cfp®.

Kevin Batstone, Cfp® previously worked as Financial Advisor at Infinity Financial Services and Financial Advisor at Morgan Stanley Smith Barney. Kevin Batstone, Cfp® holds Ba, Economics from California State University-San Marcos.

Company email context

Email format at BayBridge Capital Group, LLC

This section adds company-level context without repeating Kevin Batstone, Cfp®'s masked contact details.

BayBridge Capital Group, LLC

Review company-level records connected to Kevin Batstone, Cfp® before choosing the right outreach path.

Profile bio

About Kevin Batstone, Cfp®

As co-founder and Managing Partner at BayBridge Capital Group, LLC, I lead the Private Wealth division of our practice, providing holistic financial planning services for our Wealth Management clients. BayBridge Capital Group was founded on the conviction that, first and foremost, our fiduciary responsibility to clients should take precedence over earnings quotas and spreadsheets. We consider ourselves to be "new school, old soul" and strive to create a "client-first, client-focused" practice, combining the integrity of the past with the technology of the future.I pride myself on living by The Golden Rule. My volunteer work includes serving as a "big brother" through Big Brothers-Big Sisters of the Bay Area. Our firm proudly hosts annual "Give Back" events, partnering with various local charities in the Bay Area each year.

Current workplace

Kevin Batstone, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

BayBridge Capital Group, LLC
Baybridge Capital Group, Llc
Managing Partner, Private Wealth Management
pleasanton, california, united states
Website
Employees
6
AeroLeads page
6 roles · 15 years

Kevin Batstone, Cfp® work experience

A career timeline built from the work history available for this profile.

Sales Associate

Jun 2007 - Dec 2007

Outside Service Associate

Crosby Country Club

Rancho Santa Fe, CA

Jan 2006 - Jun 2007

Outside Service Associate

Castlewood Country Club

Pleasanton, CA

Jan 2004 - Aug 2005
Team & coworkers

Colleagues at BayBridge Capital Group, LLC

Other employees you can reach at baybridgecg.com. View company contacts for 6 employees →

3 education records

Kevin Batstone, Cfp® education

Ba, Economics

California State University-San Marcos

Minor in Women's Studies

Global Studies

University Of Virginia, Semester At Sea Program

Education record

Foothill High School
FAQ

Frequently asked questions about Kevin Batstone, Cfp®

Quick answers generated from the profile data available on this page.

What company does Kevin Batstone, Cfp® work for?

Kevin Batstone, Cfp® works for BayBridge Capital Group, LLC.

What is Kevin Batstone, Cfp®'s role at BayBridge Capital Group, LLC?

Kevin Batstone, Cfp® is listed as Managing Partner, Private Wealth Management at BayBridge Capital Group, LLC.

Where is Kevin Batstone, Cfp® based?

Kevin Batstone, Cfp® is based in San Francisco Bay Area, United States, United States while working with BayBridge Capital Group, LLC.

What companies has Kevin Batstone, Cfp® worked for?

Kevin Batstone, Cfp® has worked for Baybridge Capital Group, Llc, Infinity Financial Services, Morgan Stanley Smith Barney, Nordstrom, and Crosby Country Club.

Who are Kevin Batstone, Cfp®'s colleagues at BayBridge Capital Group, LLC?

Kevin Batstone, Cfp®'s colleagues at BayBridge Capital Group, LLC include Crystian Amaya, Rachel Batstone, Baybridge Capital Group, and Timothy Stanford - Cpfa®.

How can I contact Kevin Batstone, Cfp®?

You can use AeroLeads to view verified contact signals for Kevin Batstone, Cfp® at BayBridge Capital Group, LLC, including work email, phone, and LinkedIn data when available.

What schools did Kevin Batstone, Cfp® attend?

Kevin Batstone, Cfp® holds Ba, Economics from California State University-San Marcos.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.