Focus: Insurance Strategies, Investment Strategies, Retirement Income Planning, Business Owners, Estate Planning, Business Succession Planning
Kevin holds over 29 years of experience in working with Advisors to transform their business from an idea into a thriving and sustainable practice. His commitment has always been to provide the associates and clients with the quality products they need and the outstanding customer service they deserve.
As the Senior Vice President of the Foster City and San Jose offices, Kevin helps each Advisor develop their vision to reach their business goals using holistic solutions and a process driven approach. Kevin is a hands-on leader who strives to provide each Advisor with the right tools, resources, and leadership necessary to reach their full potential.
The growth of the organization is a particular area of focus for Kevin. He accomplishes this by recruiting competent professionals who can help meet client expectations and assist them in making wealth management and strategic decisions in a challenging and rapidly changing marketplace.
Kevin is a graduate of Cal Poly San Luis Obispo, College of Business. He grew up on the North Coast in Fort Bragg, and currently lives in Belmont with his wife, Jill. Kevin is a faithful 49ers fan, even when it’s hard to be. He is a devoted Giants fan, total movie buff, avid golfer, and loves small dogs.
Kevin Lonergan is domiciled in CA
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989 East Hillsdale Blvd Suite 230
Foster City, CA 94404