Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.
Kevin is a former member of the U.S. Army, serving in several domestic locations including Ft. Bragg, NC and internationally in Frankfurt, Germany. Kevin obtained a Bachelor of Science degree in Finance from California State University - San Jose, and an M.B.A. from Golden Gate University in San Francisco. He is also a graduate of the United States Military Academy Preparatory School. He previously worked for a Fortune 50 company (UPS) as Director of Finance & Treasury in their Worldwide Corporate Headquarters office in Atlanta, GA, as well as overseas in their Asia Pacific Headquarters office located in Singapore. He is a former licensed Stock Broker, and Financial Planner with Baraban Securities Incorporated, Primerica Financial Services, and Symmetry Financial Group. Kevin is currently licensed in CA, NV, AZ, WA, and OR, to advise on Retirement Planning, Wealth Building Strategies, Creating Guaranteed Lifetime Income Streams, Index Universal Life products (IULs), Premium Financing (creating a "leveraged pension plan"), and Retirement Protection Strategies. He is a Certified Financial Fiduciary® (CFF), Accredited Wealth Management AdvisorSM , and holds the Series 65 Investment Advisor Representative license. Kevin is President and Founder of WonStar Financial Group and serves clients in the United States Northwest Region. CDI License #0B57014; NV DOI License #3385232; AZ / OR DOI License #2626665; WA IP License #998872 .
Certified Financial Fiduciary ®
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