Kevin Leon is a Director of Wealth Management and Investment Specialist for Pacific Advisors. He is also an Investment Advisor Representative with Park Avenue Securities. He is a team member on the Development and Training team (Advisor Performance Group) and is tasked with helping grow the investment and advisory services division, which currently manages over one billion dollars in client assets.
Kevin also has a personal practice in which he has helped clients achieve financial confidence. Working in multiple aspects of financial planning, protection planning, and tax mitigation strategies has led him to working with professionals, pre-retirees, and retired clients. Communication and service are key traits of his advisory practice.
Kevin came to Pacific Advisors with 21 years of industry experience. He graduated from the University of Pittsburgh in 1993 with a Business Administration degree. After multiple opportunities and tryouts with the NFL, he found this industry a natural match. Kevin loves the competitive spirit of the industry and helping clients and staff reach their personal financial goals. Kevin currently holds FINRA series 6,63,7,65,51 & 24 licenses. He also holds the California Life Agent license.
Kevin is an Orange County native. In his spare time, he enjoys golf, boating, pool, watching football, and family time. He has been married to Amy for over 23 years and has two kids, Allyson (21) and Bradley (19).
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Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 333 N INDIAN HILL BLVD, CLAREMONT CA, 91711, 909-3991100. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Pacific Advisors is not an affiliate or subsidiary of PAS or Guardian. Pacific Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License Number - 0B91557, AR Insurance License Number - 1503881. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or otherwise act in a fiduciary capacity.