I am an Investment Adviser Representative with NEXT Financial Group, Inc. located in San Mateo, CA. I help my clients clarify their financial goals, and determine realistic plans to achieve their goals. I develop comprehensive personal financial plans that include retirement funding, minimizing taxes, and protection from catastrophic losses.
I collaborate with my clients select investments that are compatible with their goals, needs, and attitudes toward risk. I am an independent investment adviser representative with no investment product quotas to meet. My mission is to provide powerful and thoughtful solutions to the financial concerns and challenges that affect my clients, their families, and their businesses.
I collaborate with my clients select investments that are compatible with their goals, needs, and attitudes toward risk. I am an independent investment adviser representative with no investment product quotas to meet. My mission is to provide powerful and thoughtful solutions to the financial concerns and challenges that affect my clients, their families, and their businesses.
Services
The process at our firm begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we'll focus on your specific goals. With today's changing economic conditions and market swings, we invest sensibly and consistent with your tolerance for risk.
The information being provided is strictly as a courtesy. Most people think all financial planners are "certified, " but this isn't true. Anyone can use the title "financial planner." Only those who have fulfilled the CFP Board certification and renewal requirements can display the CFP certification trademarks which represent a high level of competency, ethics and professionalism.
Kalvin is an independent investment professional who helps individuals, families, and small businesses to use their resources to accomplish their goals according to their values. I use financial, tax, risk management and education planning to form a foundation for my clients' financial future. I utilize a diversified portfolio to help my clients minimize the fluctuations of a volatile market.
Are you interested in running your own business? Do you want to be in an industry where you can help people manage their finances and resources to meet their goals? Are you interested in being in an industry with high earnings potential where you can make your own schedule?
As a financial advisor you will be responsible for providing guidance to an existing base of high-net worth clients as they choose the services and products best suited for their needs.You will also develop long term relationships with clients and build relationships with new clients / prospects. Your goal is to demonstrate to clients and prospects the value of the firm platform, resulting in asset accumulation and retention.
As a financial advisor you will be responsible for providing guidance to an existing base of high-net worth clients as they choose the services and products best suited for their needs.You will also develop long term relationships with clients and build relationships with new clients / prospects. Your goal is to demonstrate to clients and prospects the value of the firm platform, resulting in asset accumulation and retention.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Reviews (13)
Anonymous G.
Jan 12, 2021
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Andrew K.
Jun 12, 2018
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Aritra B.
Mar 03, 2018
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I spoke to several financial advisors for specific guidance on interpreting my financial profile and I found Kalvin to be the only one to offer me truly honest and thoughtful feedback. He understood my situation very well and helped me bust a lot of myths regarding the use of credit cards. I highly recommend Kalvin and will not hesitate to work with him in the future.
Jon W.
Feb 22, 2018
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Kalvin was a great in helping me and my fiance plan for our financial future. He is a good listener and took time to understand what our backgrounds and goals were before giving advice. We left our meeting with him with sound action steps to take. Although we just started planning, I would recommend Kalvin as a trustworthy person to take financial questions to.
Lynn M.
Feb 14, 2018
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Kalvin truly has great knowledge on how to manage finances so you can survive in a very expensive place. He has lots of ideas to share if you have a very low income like my husband and I. He gave us tips on cutting down expenses, what are our other options for housing and how to get better income. Kalvin is also very sympathetic. He feels for you. He listens very well where you are coming from and he understands. I strongly recommend Kalvin if you need a financial planner and advisor. Kalvin is the best person for this!
Lorenzo G.
Aug 25, 2017
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As a Realtor, I'm asked for referrals to other professionals in various fields. I only recommend using such professionals I would use personally. Kalvin is definitely one that tops my list. He takes the time to listen and fully understand his clients needs and goals. He helps to educate, navigate and creates a plan for his clients to succeed. If you're planning for your financial future, I would meet with Kalvin to discuss what's best for you and your family.
George W.
Feb 20, 2017
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As a newly married couple, my wife and I were looking for a financial advisor to help us navigate the complexities of the money management world - to educate us and help create a plan to reach our goals. We came across Kalvin and found him to be extremely approachable and sincere in our initial consultation meetings. He offered honest and sound advice in response to our many questions, despite the fact that we had not yet committed to using his services. Although its still early, I'm very happy with Kalvin's services thus far and its definitely good to have one less thing to worry about
Vicki M.
Oct 06, 2014
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I've known Kalvin for several years and know him to be professional, knowledgeable and kind. He's very approachable and explains complex matters in an easy-to-understand way. His caring way makes difficult financial problems easier to discuss and manage.
I enjoy his wit and appreciate his sincerity.
I enjoy his wit and appreciate his sincerity.
David L.
May 30, 2014
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James O.
Apr 06, 2014
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Sarah P.
Nov 02, 2013
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Kimie S.
Oct 30, 2013
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Eric D.
Feb 24, 2010
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Kalvin was referred to me by a friend. I sent him an e-mail and he got right back to me. I told him what I was looking for (health insurance) and he listened very carefully. He came back to me in one day with a comprehensive list that was very well laid out with various options. There were about 10 options to choose from, but based on my preferences, he highlighted the two that would suit me best. I called him up and we chatted and came to an agreement about what was best for my needs. There was absolutely no "pushy sale" or anything of the sort.
I do not think that the health plan that
I do not think that the health plan that
