Kevin Shelton, CFP®
Private Wealth Manager
Kevin Shelton is a Private Wealth Manager at E.A. Buck Financial Services, based in the Pleasanton office and serving the Bay Area community he has called home for decades. With 25 years of experience in wealth management, he has worked with both major financial institutions and boutique advisory firms, specializing in comprehensive financial planning, retirement strategies, and risk management. As a CFP® professional, Kevin is known for building lasting client relationships and providing personalized solutions to aim to help individuals and families achieve financial security. His background in investment planning, insurance, and annuities makes him an experienced advisor for clients seeking a strategic and holistic approach to wealth management.