Kevin P. Roche

Kevin’s unique approach to wealth management combines the abstract thinking of a philosopher with the pragmatic execution of a financial planner.  

As a first generation American who entered the finance sector during the 2009 economic crisis, Kevin understands the critical importance of receiving sound, rational advice from someone you trust. He has helped over 1000 clients transition into retirement, and key to that is developing a plan to manage the stress and anxiety that comes with any new chapter in life.

Kevin has worked in both analytical and client-facing roles throughout the course of his career – giving him a deep understanding of financial complexities and the ability to explain those concepts in simple, plain language. He provides confidence and peace of mind to his clients during times of economic uncertainty by ensuring that there is a plan in place for such eventualities. Thoughtful discussions and tailored investment strategies are the foundations of his practice.

Aside from his college years, Kevin has lived in the San Francisco Bay Area for all of his life. When he is not working with clients, you can find Kevin working in the garden with his Golden Retriever, Moose, relaxing on the beach with his fiancée, or kickboxing and weightlifting at the gym.