Associate Wealth Advisor
Kevin Yee works in tandem with our advisory teams in Walnut Creek to develop comprehensive, evidence-based financial strategies for each client’s distinct goals and situations. Kevin’s background in the legal and tax industries gives him strong analytical and planning skills, which help him create thorough plans built on economic science and research.
Kevin enjoys diligently walking clients through every detail of a financial plan or wealth analysis. He works to make sure that each client fully understands their plan and situation, helping them feel confident that their financial future is secure. Kevin understands that managing a client’s assets means caring for what is often the distillation of their own efforts and careers, which he considers an important and rewarding responsibility.
Prior to joining Buckingham Strategic Wealth in 2018, Kevin worked as a tax manager and wealth management associate at Thomas Wirig Doll for three years. He earned his Bachelor of Arts in English from the University of California Los Angeles in 2009 and his Juris Doctor from the University of California Hastings College of the Law in 2013.
Outside of work, Kevin searches for unique culinary experiences. He’s always on the lookout for his next great meal, whether that’s in his native San Francisco bay, while traveling abroad or made in his own kitchen – he even makes his own sushi!