KEVIN SALK, CPFA

Services Offered

• Investment planning
• Insurance strategies
• Holistic financial planning

About

Kevin Salk is a Certified Plan Fiduciary Advisor (CPFA) and financial consultant based in Los Angeles, California. He specializes in aligning clients' unique goals and values with comprehensive investment and insurance strategies. Through an in-depth discovery process, Kevin ensures a thorough understanding of each client's situation, time horizon, and risk tolerance. He focuses on serving high net worth clients, including individuals, families, corporate executives, and businesses, by leveraging the resources available at Oppenheimer to address complex financial issues.

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