Client Login

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.

     

    *Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

    Group

    Client Service Team

    Investment Advisory

    Certification

    CFP®*

    Office

    Bellevue, WA

    Contact us

    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.

     

    *Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.