Kevin Sergeeff

Kevin Sergeeff

Phone: (916) 706-1234

  Photograph: KevinSergeeff








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Kevin has a deep desire to educate his clients on comprehensive financial planning strategies to help them reach their financial goals. Attention to detail, good listening skills, and great empathy are what you can expect from him. Kevin spent the past 17 years focused on Fortune 100 companies based in California. He lives with his wife, Monique, and their 2 sons, Ian and Scott, in Roseville, CA. In his spare time he enjoys skiing, watching UCLA sporting events, and spending time with his family.

Education: University of California, Los Angeles, Bachelor of Science, Psychobiology, 1993[/column]

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  • Investment Advisor Representative
  • Provides effective planning strategies that are consistent with meeting clients goals and objectives.
  • Currently working on completing his studies to acquire his Certified Financial Planner designation.

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