Kevin Penner
CFP®*
Senior Advisor
Kevin is a Senior Advisor based in Pathstone’s Bellevue, WA office. He is part of the Pathstone team that supports some of the firm’s largest ultra-high net worth clients helping provide specific, customized financial solutions based upon the client’s needs and overall wealth objectives. Specifically, Kevin helps senior members of the team provide a range of services including portfolio construction, asset allocation, investment performance reporting, and tax and estate plan implementation.
Prior to joining Pathstone, Kevin served in a similar role as an Associate Client Manager with Cornerstone Advisors. He earned his Bachelor of Science degree in Interdisciplinary Studies with a concentration in Finance from the University of Nevada Las Vegas. Kevin is a CFP® professional and has taken and passed the Financial Industry Regulatory Authority (FINRA) Series 65 exam.
Group
Certification
Office
Kevin is a Senior Advisor based in Pathstone’s Bellevue, WA office. He is part of the Pathstone team that supports some of the firm’s largest ultra-high net worth clients helping provide specific, customized financial solutions based upon the client’s needs and overall wealth objectives. Specifically, Kevin helps senior members of the team provide a range of services including portfolio construction, asset allocation, investment performance reporting, and tax and estate plan implementation.
Prior to joining Pathstone, Kevin served in a similar role as an Associate Client Manager with Cornerstone Advisors. He earned his Bachelor of Science degree in Interdisciplinary Studies with a concentration in Finance from the University of Nevada Las Vegas. Kevin is a CFP® professional and has taken and passed the Financial Industry Regulatory Authority (FINRA) Series 65 exam.