Get to know us.
Kevin Cavanaugh, CFP®, CPWA®, EA
Describe your perfect day?
An early round of golf, a family hike to a remote lunch spot with a view, and attending a University of Oregon football game in the evening (Go Ducks!).
What do you most like about your job?
Learning about people's life journey and helping them provide a better financial future for their family.
Surprise us, something we don't know about you?
I am a history nerd and an avid budget traveler and that has spent time in over 25 countries
How long have you worked in Financial Services?
17 years
About
Kevin began his career in financial services in 2008 and brings over 15 years of experience helping clients navigate life’s most significant financial transitions. Whether planning for retirement, preparing for future liquidity events, or entering a new life chapter - Kevin is passionate about thoughtfully guiding individuals through complex financial decisions. Kevin’s approach to financial planning is centered on understanding each client’s unique values and priorities. He focuses on identifying opportunities to enhance portfolio efficiency and developing clear, actionable strategies to help clients achieve their long-term goals. Outside of work, Kevin is a sports enthusiast, enjoys exploring the great outdoors, and is always looking forward to the next weekend adventure with his family.
Education
Bachelors of Arts University of Oregon CFP® Certification Program - University of California Irvine Certified Private Wealth Advisor® - Yale School of Management Enrolled Agent with the IRS
Expertise
Investments, Taxes, FIRE & Retirement Savings Strategies, Business Succession/Exit Planning, Equity Compensation, and Legacy Planning
Experience
Kevin has been in the financial services industry for over 15 years. He has held roles as a Private Wealth Advisor at US Bank, Senior Financial Consultant with TD Ameritrade, Financial Advisor at Edward Jones, and was the Senior Wealth Planner for Umpqua Private Bank.
Meet our financial advisors
Our team of experts can help you deliver world class financial plans to your clients.