Kevin Slater
CEO, Lead Advisor, CERTIFIED FINANCIAL PLANNER®
With a diverse business background that includes sales, non-profits, consulting, and even architectural signage, Kevin was drawn to the world of personal financial planning as a recipient of the service. After a sudden personal tragedy, he experienced first-hand the value of having a thoughtful financial plan and an advisor who truly cares for his client’s future. These experiences led him to pursue the profession. In 2007, Kevin and a trusted colleague founded SoundView Advisors with the goal of providing clients with thoughtful, comprehensive financial planning that ensures peace of mind.
Kevin holds a BA in Sociology and a minor in Economics from Wheaton College. He is a CERTIFIED FINANCIAL PLANNER® and a member of both the Financial Planning Association and the National Association of Personal Financial Advisors. With 16 years of experience, he is adept at positioning financial resources to align with his clients’ goals and priorities. He has worked extensively with couples, busy professionals, and retirees, advising them on financial sustainability, estate planning, tax planning, and risk management.
Kevin’s desire to build long-term, meaningful relationships with his clients ensures a holistic service, making him an excellent partner for your life-planning goals.
Kevin spends his free time with his loving family and his ridiculous dog, Humphrey.
Credentials
Certified Financial Planner™
Financial Planning Association Member
National Association of Personal Financial Advisors Member
BA, Economics, Sociology, Wheaton College