Kevin Lao (CFP®, RICP®)
Kevin Lao focuses in the
following client markets or areas of practice:
- Baby Boomers
- Charitable Giving
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- High Net Worth Client Needs
- Baby Boomers
- Charitable Giving
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- High Net Worth Client Needs
Planning Specialties
Kevin was born and raised in Northern Virginia. While attending college, Kevin knew he wanted to pursue a career where he could make an impact on others. Kevin spent the next 12 years working for two different Fortune 500 Financial Services companies and loved the ability to truly help people and make a difference in their lives. He knew, however, the conflicts of interests inherent with large Broker Dealers was affecting his ability to make a bigger impact in his client’s lives.
As a result, he founded Imagine Financial Security to eliminate those conflicts of interests and work as a fee only Financial Planner and Investment Advisor. He loves to work with individuals and families that are approaching Retirement age, or who are already retired, to help inspire new meaning around their Financial Goals. Outside of his business, he loves to spend time with his family, travel, and play the occasional "Dad-golf" .
Additional Information
He is married to Jessica, and they have three boys together; Tristan, Julian and Jackson. They have three rescue dogs; Achilles, Nelly and Guinness. When Kevin has spare time, he loves to spend it with family on adventures locally and abroad, enjoys golfing, fishing, cooking, and watching sports. He also is passionate about helping youth at risk, which is why he joined Big Brothers and Big Sisters as a Big Brother, and is a member of the Big Brothers and Big Sisters of Northeast Florida Big Impact Society.
NAPFA Start Date
February 25, 2021
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