“Simplicity is the ultimate sophistication.” Leonardo da Vinci
Kevin Bartel works to build and foster client relationships through a holistic wealth management approach. Kevin works with clients as a strategic wealth advisor creating and executing solutions, which address the clients’ most pressing strategic, financial and investment needs. Kevin continues to build and maintain solid partnerships with new and existing clients. He places his clients’ relationships first and is proud to conduct business based on five unwavering principles: Client Focus, Respect for the Individual, Teamwork, Responsible Citizenship, and Integrity.
Kevin holds Series 7, Series 66, and Series 56 registrations in addition to his California state Insurance License. Kevin received his Bachelors of Administration (BA) and Master of Business Administration (MBA) degrees from Dominican University of California in Global Strategic Management. Kevin joined LFA Private Wealth Management in 2014 and has since moved into the CEO role. Kevin focuses day-to-day on the clients’ planning and asset management needs.
Kevin is a native of the Bay Area and grew up in Sonoma County, California. Kevin was recruited to play soccer at Dominican University and earned a number of honors including 1st team All Region. Kevin is married to his beautiful wife Sue and they have three children, Keith, Julia, and Will. When Kevin is not spending time with his family, he enjoys watching bay area sports as well as playing soccer, golf, and tennis.
I’m the only LFA’er who knows how to make a perfect Caipirinha.