Kevin Won, Mba, Cfp®, Awma® Email & Phone Number

San Diego, Ca, Us

San Diego, California, United States

The Retirement Group was founded with the goal of assisting our clients in every aspect of their financial lives. We aim to provide the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients, we strive to help create financial stability and security to provide financial independence.Our staff consists of experienced professionals with a "hands-on" approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to pursuing their dreams.Our company is based on the principle that education and understanding of one's current financial situation is vital to successfully make prudent decisions concerning one's future financial condition.800.900.58675414 Oberlin Drive #220San Diego, CA 92121Investment advisory services offered through The Retirement Group, LLC. a registered investment advisor.This message and any attachments contain information, which may be confidential and/or privileged, and is intended for use only by the intended recipient. Any review, copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately and (ii) destroy all copies of this message.

United States - Nationwide

As an independent financial professional and active member of the community, Kevin is dedicated to helping individuals, families, and businesses attain financial peace of mind and well-being.He has several decades of financial industry experience as a stockbroker, College Planner, financial advisor, retirement counselor, wealth planner, and as a senior corporate finance executive with a Fortune 50 company. Kevin is a Certified Financial Fiduciary (CFF), Certified College Planning Specialist (CCPS), Certified College Funding Specialist (CCFS), Certified Tax Specialist (CTS), Chartered Retirement Planning Counselor (CRPC), and Accredited Wealth Management Advisor (AWMA). He has also completed the CFP Certification Professional Education Program through the College for Financial Planning. Kevin is also a former member of the armed services, and holds a Bachelor’s and Master’s degree in Finance.

Cfp® Certification Professional Educational Program, Financial Planning

Master Of Business Administration (Mba)

Bachelor'S Degree