Associate Wealth Advisor

Kevin Yee

Kevin knew he wanted to be an advisor from the age of 14. He had seen poor financial decisions have an everlasting impact on people’s lives and families. He wanted to help people reach their goals and achieve financial freedom. He has come to find the most rewarding part of his role is watching doors open for those that he has helped gain the financial security they deserve.

As an associate wealth advisor, Kevin partners with a team of advisors to create a comprehensive financial plan for clients. He works to design and build customized portfolios for each of his clients and protect their plans through asset allocation and portfolio rebalancing. He also facilitates client meetings and reporting.

Kevin’s ideal client is an Individual that will share an open line of communication, and an open mind. He enjoys talking with clients, building a healthy relationship where he can add value to their lives or make a positive impact. These relationships have taught him that people come from all different walks of life and to never assume anything.

Prior to joining Buckingham in 2020, Kevin worked as a financial services professional with New York Life, helping clients with retirement planning, life insurance, annuity and long-term care. He has also served as a corporate legal assistant with Intellectual Property Law Group. Kevin received a bachelor’s degree in finance from San Jose State University. He passed the Series 65 examination in 2020.

A San Francisco native, Kevin currently resides in San Jose. Outside of the office he enjoys playing basketball, outdoor activities, cooking and spending time with friends and family.

Contact Kevin

Let's look at the big picture, together.