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Kevin Henss (CDFA, CFP®, MA)

Kevin Henss focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Generation X
  • High Net Worth Client Needs
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

Services include:

  • General Financial Planning – Cash flow, spending plan, saving strategies
  • Investment Management – Portfolio review, asset allocation, withdrawal strategies
  • Tax Planning – Tax mitigation strategies, Roth conversion strategies, employer benefits
  • Insurance Planning – Review of existing policies, auto, homeowner’s, health, disability, life, long term care
  • Retirement Planning – Retirement goal setting, retirement income analysis, social security, Medicare
  • Estate Planning – Create estate planning roadmap, wills, trusts, power of attorney
  • Assistance to Loved Ones – Gifting, education planning, 529 plans, caring for elderly
  • Special Services – Loss of a spouse services, divorce services

Additional Information

Strivent Financial is honored to provide fee-only, comprehensive financial planning advice, that follows the fiduciary standard, to Gen X and Baby Boomer generations with a focus on those preparing for retirement and those going through retirement in Orange County, California and beyond. We do our best work for clients that need clear answers to their complex questions and challenges. Strivent Financial works along-side you as a trusted partner to help you align your financial resources with your values and goals, so you can focus on what matters most to you.

Work with us in-person or virtually. Plan today to secure your tomorrow.

NAPFA Start Date

May 16, 2019

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

27201 Puerta Real Ste 300 Mission Viejo, CA 92691-8590 Phone: (800) 893-6783
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