About Pomona Wealth - Financial Advisor in Tri-Cities Washington

Why Pomona?

Pomona Wealth's sole purpose is to help build, maximize and preserve client's wealth so they can focus on what makes them happy personally and professionally

Fee-Only

Our only source of compensation is from our clients. This ensures our advice and recommendations are not influenced by outside conflicts of interest. The only person we work for is our clients.

Local

Based in Tri-Cities, Pomona Wealth has a personal, boutique wealth management feel, while having the technology and investment resources of a larger traditional wealth management firm.

Boutique

Many advisors at conventional wealth management firms handle a large client load ranging from 150-300 clients. While this is acceptable for many clients, Pomona distinguishes itself by prioritizing a more intimate client base of around 50 families or closely held businesses. This allows us to deliver exceptional service.

Experienced

Having worked in the financial services industry since 2008 in a variety of financial and wealth management roles, I have formed a financial skill set beyond a lesser experience financial advisor.

Independent

Pomona Wealth is a 100% independent wealth management firm. This means our recommendations and business decisions are independent of outside owners, separate business line considerations, or commission incentives.

Fiduciary

Pomona serves in a fiduciary capacity with all our clients. This should go without needing to be mentioned, but many financial services companies in our industry still serve under the “suitability” standard, meaning recommendations only need to be “suitable”, or said another way, not entirely in the clients best interest.

Pomona Wealth clients have these five distinguishing characteristics they’re interested in:

Providing customized solutions for their individual situation, not a one size fits all mentality

Partnering with someone they can trust will be in their corner when it comes to decisions

Telling them the honest truth and not relying on “financial-jargon” to complicate advice

Empowering them and their family through education and full transparency

Working hand in hand with a financial expert in an approachable setting

Schedule a Call

About Kevin

I'm passionate about helping clients build, maximize, and preserve their wealth so they can focus on what makes them happy, while working with them on a personal level.

Having worked in the financial services industry since 2008 in a variety of wealth management roles, I have formed a wide financial skillset and strong ethical compass of what's right and what's wrong with the wealth management industry. During that time, I've worked at a large institutional investment manager, national brokerage firm, Australian wealth management firm, agricultural lender, and several top tier regional wealth management firms in senior roles overseeing approximately $2 billion.

With a wide variety of experiences, my sole goal is to utilize my knowledge and experiences to build a next generation wealth management firm that exclusively focuses on the client's holistic financial well being by growing and protecting their wealth.

Education

Kevin holds a Bachelor of Business in Finance and Bachelor of Science in Economics from Pacific Lutheran University.

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Chartered Financial Analyst (CFA)
Accredited Investment Fiduciary^® (AIF^®)

Personal

On a personal note, my wife, Melissa and I live in Richland, Washington, with our daughter, Alexandria, and son, Austin. Outside the office I enjoy traveling outside the country, spending time on the tennis court, and attempting to craft homemade meals in the kitchen for family and friends.

John Hetzel, CFA, CFP®, AIFA®, CIMA, CFM, CLU

John brings more than two decades of expertise in the wealth management sector, encompassing a range of senior positions in relationship and portfolio management, operations, and financial planning at both prominent national companies and specialized boutique firms. He is vital to portfolio construction and acts as an essential resource for both clients and the firm. Additionally, John is a member of the firm’s Investment Committee.

Advisory Support for Pomona Wealth
Founder of No Fate Wealth Management
Managing Director of sK Advisor Network
Previous Advisor & Chief Investment Officer for a $2B firm in Dallas and Investment Committee Chair of Zero Alpha Group (+$15B).

Pomona Wealth Management is a registered investment advisor. All content is for informational purposes only and does not constitute investment advice or an offer to buy or sell securities. All investments include the risk of loss. Past performance is not indicative of future results. Pomona Wealth Management does not provide tax or legal advice. Consult with a qualified professional prior to making investment decisions.