Savvy Ladies Volunteers
Kevin Lao, CFP®
Volunteer’s Bio
Kevin Lao, CFP® is the Founder and Director of Financial Strategies at Imagine Financial Security, LLC. Kevin holds his Series 6, 63, 65, 7 and life and health insurance licenses. He is also a CERTIFIED FINANCIAL PLANNER TM and Registered Investment Advisor.
Areas of Expertise (as specified by volunteer)
Budgeting; Investing; Marriage and Money; Retirement; Wealth Management
Contact Information
Email: kevin@imaginefinancialsecurity.com
Link: https://imaginefinancialsecurity.com/