Kevin Kolson, Certified Founders Group Associate
An Entrepreneur’s Business Succession Journey
Kevin was licensed with the FINRA (Financial Industry Regulatory Association) having passed the Series 7, 63 and 65 securities qualification exams; however, he has given these up, but maintains the Series 65 licenses as a fee-only Investment Advisor Representative of Family Wealth Leadership. Additionally, Kevin is licensed with the state of California for life insurance.
Kevin has a Bachelor of Arts Degree in Business Finance with additional focus on financial planning from California State University, Fullerton and holds the CERTIFIED FINANCIAL PLANNER™ certification and the CERTIFIED EXIT PLANNING ADVISOR™ certification, and annually satisfies the requirement for CFP and industry continuing education.
Kevin Kolson joined Family Wealth Leadership in 2004. He assists in directing the Wealth Management and Planning process to assist client families to achieve their goals and objectives and to help create a family legacy that spans multiple generations. Further, Kevin manages the development and oversight of the client’s investment portfolios.
Prior to joining Family Wealth Leadership, Kevin spent six years as a senior associate for a leading business valuation firm in Irvine, California, where he gained valuable experience he applies to meeting the needs of the firm’s business clients. These include valuing the securities of both privately and publicly held small and middle market companies in a wide array of industries for a variety of purposes including estate and gift tax, fairness and solvency opinions, transactions, ESOPs, litigation, and financial reporting. Kevin also performed complex valuations assignments involving intellectual property, the allocation of value between tangible and intangible assets, and the valuation of stock options. Having already acquired his Certified Financial Planner designation, and to further expand the firm’s value for business owners, Kevin obtained the Certified Exit Planning Advisor (CEPA) designation. The Certified Exit Planning Advisor program was specifically designed for advisors who work closely with owners of privately held companies. The organizing principle of the program is Master Planning, the alignment of business, personal, and financial goals which is executed through the implementation of a process called the Value Acceleration Methodology™. A primary focus is ensuring the transition of a family-owned business to the next generation benefits the entire family, deals with the differences of children involved in the business and those who are not, and creates the greatest opportunity for the business to continue to grow and prosper.