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Houston, Texas 77056
Phone: 281-220-2700
Fax: 713-622-1440
 
 
 
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Kevin M. Fink
Position:
Field Representative
Designation(s):
CFP
Address:
3040 Post Oak Blvd., Suite 400
Houston, Texas 77056
Phone:
281.220.2756
Alt Phone:
Fax:
713.622.1440
Email:
kevin_fink@wealthdesigngroup.net

Professional Experience
Kevin is a Certified Financial Planner® specializing in working with women professionals, business owners and executives. He began his career with New York Life in 1996 and started Fink, Henry & Associates with Walter Henry in 1999, and Destiny Financial Group in 2002. Kevin joined Wealth Design Group in August 2003. In March of 2000, he sat for and passed the rigorous CFP® exam on his first attempt.


Education
BS Computer Science, Purdue University, 1991


Memberships & Afflilations
Kevin is a past director of the University of St. Thomas Certified Financial Planning® program where he also taught the insurance the Insurance and Risk Management and Fundamentals of Financial Planning courses. He has been an adjunct professor at the University of Houston-Downtown, where he taught Insurance and Risk Management as well as Personal Financial Planning to undergraduate students. Kevin currently serves as the Director of Training for Wealth Design Group. In addition to teaching and running his financial planning practice, Kevin is the immediate past Chairman of the Board of Governors for the Houston Social Society; he sits on the Board of Governors for the Greenspoint Club; and he has served on the Board of Directors of the Financial Planning Association of Houston.


Personal

Kevin is married to Kristine and they have two young sons. In his free time, he enjoys cooking, golfing and spending time with his family. He has been written about in the Wall Street Journal and has been quoted in National Underwriter magazine, the Houston Chronicle, and the Houston Business Journal.


Other

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 3040 Post Oak Blvd., Suite 400 Houston, Texas 77056. Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor, 713-622-0192. Field Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Wealth Design Group is not an affiliate or subsidiary of PAS or Guardian.
PAS is a member FINRA, SIPC.


Licensed in (state):
Life insurance:
California (# OE25817), Florida, Georgia, Illinois, Louisiana, Missouri, Maryland, New York, North Carolina, Pennsylvania, South Carolina and Texas
Securities: California, Florida, Iowa, Illinois and Texas
Advisory: California, Illinois and Texas



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