About Kevin
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Analyst (CFA)
- Accredited Investment Fiduciary® (AIF®)
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
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.
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.
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
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.