Kevin Batstone, Cfp® Email & Phone Number
Who is Kevin Batstone, Cfp®? Overview
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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.
Email format at BayBridge Capital Group, LLC
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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.
Kevin Batstone, Cfp®'s current company
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Kevin Batstone, Cfp® work experience
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Financial Advisor
Financial Advisor
Sales Associate
Outside Service Associate
Outside Service Associate
Colleagues at BayBridge Capital Group, LLC
Other employees you can reach at baybridgecg.com. View company contacts for 6 employees →
Crystian Amaya
Colleague at Baybridge Capital Group, LlcHope Mills, North Carolina, United States, United States
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RB
Rachel Batstone
Colleague at Baybridge Capital Group, LlcSan Francisco Bay Area, United States
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BC
Baybridge Capital Group
Colleague at Baybridge Capital Group, LlcSan Francisco Bay Area, United States
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TS
Timothy Stanford - Cpfa®
Colleague at Baybridge Capital Group, LlcSan Francisco Bay Area, United States
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Kevin Batstone, Cfp® education
Ba, Economics
Global Studies
Education record
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.
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