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Kevin Goyert, Cfp® Email & Phone Number

Strategic leader, helping high-net-worth clients reach their financial planning goals. at Fisher Investments
Location: Camas, Washington, United States 10 work roles 3 schools
1 work email found @fisherinvestments.com 2 phones found area 414 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email k****@fisherinvestments.com
Direct phone (414) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Fisher Investments
Role
Strategic leader, helping high-net-worth clients reach their financial planning goals.
Location
Camas, Washington, United States
Company size
2996 employees

Who is Kevin Goyert, Cfp®? Overview

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Quick answer

Kevin Goyert, Cfp® is listed as Strategic leader, helping high-net-worth clients reach their financial planning goals. at Fisher Investments, a company with 2996 employees, based in Camas, Washington, United States. AeroLeads shows a work email signal at fisherinvestments.com, phone signal with area code 414, and a matched LinkedIn profile for Kevin Goyert, Cfp®.

Kevin Goyert, Cfp® previously worked as Program Vice President - Financial Planning at Fisher Investments and Financial Planning Counselor TL at Fisher Investments. Kevin Goyert, Cfp® holds Cfp Certification Professional Education Program, Financial Planning And Services from College For Financial Planning.

Company email context

Email format at Fisher Investments

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*@fisherinvestments.com
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AeroLeads found 1 current-domain work email signal for Kevin Goyert, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Kevin Goyert, Cfp®

Kevin Goyert, Cfp® is a Strategic leader, helping high-net-worth clients reach their financial planning goals. at Fisher Investments. He possess expertise in portfolio management, corporate finance, quantitative methods, equity valuation, fixed income and 19 more skills.

Listed skills include Portfolio Management, Corporate Finance, Quantitative Methods, Equity Valuation, and 20 others.

Current workplace

Kevin Goyert, Cfp®'s current company

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Fisher Investments
Fisher Investments
Strategic leader, helping high-net-worth clients reach their financial planning goals.
camas, washington, united states
Website
fisherinvestments.com
Employees
2996
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10 roles · 23 years

Kevin Goyert, Cfp® work experience

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

Program Vice President - Financial Planning

Current
Fisher Investments

Camas, Washington, United States

Feb 2024 - Present

Financial Planning Counselor Tl

Fisher Investments

Camas, Washington

Dec 2019 - Feb 2024

Financial Planning Program Manager

Fisher Investments

Camas, Washington

Apr 2016 - Dec 2019

Financial Planning Investment Counselor

Fisher Investments

Foster City, California, United States

Nov 2013 - Apr 2016

Account Manager, Investment Management

Northern Trust

Greater Milwaukee Area

  • Built upon client presentation skills though conference calls and mock presentations
  • Tactically rebalanced client portfolios
  • Proposed investment solutions for prospective and current clients
  • Designed and produced client presentation materials for three portfolio managers
  • Proactively kept all client documentation and accounts compliant
  • Conducted and improved monthly Reg-9 reviews for the Milwaukee and Minnesota offices
Aug 2012 - Nov 2012

Investment Associate

Northern Trust
  • Designed and produced client presentation materials for three portfolio managers
  • Built upon client presentation skills though conference calls and mock presentations
  • Proactively kept all client documentation and accounts compliant
  • Conducted and improved monthly Reg-9 reviews for the Milwaukee and Minnesota offices
  • Transitioned appropriate client accounts to off-the-desktop solutions to improve manager capacity
  • Tracked and forecasted new business gains and fee revenue increases for the Milwaukee office
Feb 2009 - Aug 2012

Investment Assistant

Jacobus Wealth Management

Greater Milwaukee Area

  • Expanded service offerings by developing a new offer for clients with 1mm+ in investable assets
  • Evaluated current firm operations and helped implement company wide CRM software to help automate critical processes and leverage our time for growth
  • Prepared quarterly reports and net worth statements
  • Produced monthly market index and Russell style index return material
  • Reconciled all client accounts
  • Acted as a backup securities trader
May 2007 - Feb 2009

Internship

Jacobus Wealth Management

Investment Internship. I was able to see how a private wealth management firm conducts business.

Jan 2007 - May 2007

Orientation Committee Co-Chair

Ripon College
  • Hired and trained 40+ Orientation Committee members for summer, fall, and winter new student orientation
2003 - 2006 ~3 yrs
Team & coworkers

Colleagues at Fisher Investments

Other employees you can reach at fisherinvestments.com. View company contacts for 2996 employees →

MN Michael Navarro Michael Navarro Colleague at Fisher Investments Vancouver, Washington, United States, United States View → TM Thomas Machado Thomas Machado Colleague at Fisher Investments San Francisco Bay Area, United States View → RF Robert Flores Jr Robert Flores Jr Colleague at Fisher Investments Vancouver, Washington, United States, United States View → RS Ryan Stocking Ryan Stocking Colleague at Fisher Investments Greater Madison Area, United States View → OB O. Bryce Minnix O. Bryce Minnix Colleague at Fisher Investments Dallas-Fort Worth Metroplex, United States View → JS Jas Singh Jas Singh Colleague at Fisher Investments Heredia, Costa Rica, Costa Rica View → LH Lacharro Hawkins, Crpc Lacharro Hawkins, Crpc Colleague at Fisher Investments Dallas-Fort Worth Metroplex, United States View → MM Madelyn Malloy Madelyn Malloy Colleague at Fisher Investments United States, United States View → MG Mark Girard Mark Girard Colleague at Fisher Investments Greater Boston, United States View → AM Anna Moore Anna Moore Colleague at Fisher Investments Tampa, Florida, United States, United States View →
3 education records

Kevin Goyert, Cfp® education

Artium Baccalaureus, Strategic Management & Finance

Ripon College

Activities and Societies: Theta Chi President, Secretary, Historian Orientation Committee Co-Chair Economics Honor Society (Omicron Delta.

General, High School/Secondary Diplomas And Certificates

Naperville North High School
FAQ

Frequently asked questions about Kevin Goyert, Cfp®

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

What company does Kevin Goyert, Cfp® work for?

Kevin Goyert, Cfp® works for Fisher Investments.

What is Kevin Goyert, Cfp®'s role at Fisher Investments?

Kevin Goyert, Cfp® is listed as Strategic leader, helping high-net-worth clients reach their financial planning goals. at Fisher Investments.

What is Kevin Goyert, Cfp®'s email address?

AeroLeads has found 1 work email signal at @fisherinvestments.com for Kevin Goyert, Cfp® at Fisher Investments.

What is Kevin Goyert, Cfp®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 414 for Kevin Goyert, Cfp® at Fisher Investments.

Where is Kevin Goyert, Cfp® based?

Kevin Goyert, Cfp® is based in Camas, Washington, United States while working with Fisher Investments.

What companies has Kevin Goyert, Cfp® worked for?

Kevin Goyert, Cfp® has worked for Fisher Investments, Northern Trust, Jacobus Wealth Management, and Ripon College.

Who are Kevin Goyert, Cfp®'s colleagues at Fisher Investments?

Kevin Goyert, Cfp®'s colleagues at Fisher Investments include Michael Navarro, Thomas Machado, Robert Flores Jr, Ryan Stocking, and O. Bryce Minnix.

How can I contact Kevin Goyert, Cfp®?

You can use AeroLeads to view verified contact signals for Kevin Goyert, Cfp® at Fisher Investments, including work email, phone, and LinkedIn data when available.

What schools did Kevin Goyert, Cfp® attend?

Kevin Goyert, Cfp® holds Cfp Certification Professional Education Program, Financial Planning And Services from College For Financial Planning.

What skills is Kevin Goyert, Cfp® known for?

Kevin Goyert, Cfp® is listed with skills including Portfolio Management, Corporate Finance, Quantitative Methods, Equity Valuation, Fixed Income, Financial Reporting And Analysis, Alternative Investments, and Compliance.

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