Kevin Mautte joins Colonial River Wealth Management as a Certified Financial Planner, CFP®. Kevin holds his FINRA registration Series 6, 7 and 63 with LPL, as well as his Series 65 with Colonial River. He also holds Life, Health, and Variable Annuity licenses with the state of Virginia. Kevin graduated from Virginia Tech in 2006.
Kevin is a full-service advisor focusing on financial planning, investment management, and risk management. Through comprehensive financial planning, Kevin provides easy to understand financial advice and education which helps clients and their families pursue their financial goals. Whether it’s understanding Social Security & appropriate spending strategies in retirement, reducing taxes, building wealth & saving for children, or just overall financial education, Kevin helps clients see the big picture and feel more confident in their financial lives. Kevin provides a free initial one-hour consultation.