Kevin Won, CTS®, CFP®, CRPC®, CRPS®

Kevin brings a disciplined, institutional perspective to complex wealth management, advising high-net-worth individuals and families on comprehensive tax strategies, retirement planning, and multi-generational wealth preservation.

Prior to his career in financial advisory, Kevin served as Director of Finance & Treasury for United Parcel Service (UPS) at its Worldwide Corporate Headquarters in Atlanta, Georgia, and within its Asia Pacific Regional Headquarters in Singapore. His background managing global corporate balance sheets equips him with deep expertise in cross-border capital, strategic tax efficiency, and corporate liquidity.

A veteran of the U.S. Army, Kevin served in key domestic and international posts, including Fort Liberty (formerly Fort Bragg), North Carolina, and Frankfurt, Germany. He is a graduate of the United States Military Academy Preparatory School, holds a Bachelor of Science in Finance from California State University, San Jose, and earned his MBA from Golden Gate University in San Francisco.

Kevin is a CERTIFIED FINANCIAL PLANNER® professional and holds FINRA Series 7, 63, and 65 licenses.