Kevin Lao, CFP® Imagine Financial Security

Contact this advisor

About Kevin Lao, CFP®

Nice to meet you!

I started in the financial services industry in 2008, amidst the Great
Recession. It was both a fascinating and heartbreaking time to start in this business. I’ve spoken to countless families who’s retirement plans were delayed years because of it, and this had a significant impact on my career path. I obtained my CFP designation at Georgetown University in 2011. The head professor of the program made a profound statement to me (us); “You can’t do this business the right way if you make a living selling products for commissions.” From that moment it clicked, I needed to cut out the conflicts of interest inherent with big wall street, brokerage, and insurance companies. I found a community of other like-minded financial advisors, also known as fiduciaries, and decided to launch my own firm to better serve you.

When I’m not diving into retirement planning or tax planning strategies for
my clients, I enjoy playing golf twice a year (once on Father’s Day and once on
my birthday), cooking, fishing, anything outdoors, and of course spending time
with my family. My beautiful wife, Jessica, and I have three boys who force us to be the best version of ourselves every day.

Now that you know more about me, I would love to get to know you!

Contact this advisor

Recently Published

Blended Families – You Need a Long-term Care Plan!

October 18, 2022

Don’t have a Long-term care plan? You are not alone! Nobody likes to think about the possibility of a family member caring for them later in life.  However, the number one concern I hear from my clients is “I don’t want to be a burden on my children.”  When I ask about how a long-term […]

The post Blended Families – You Need a Long-term Care Plan! appeared first on Imagine Financial Security.

Read the full post →

Ep. 14: “Retirees – Stop Under-spending in Your Go Go Years”

September 16, 2022

The post Ep. 14: “Retirees – Stop Under-spending in Your Go Go Years” appeared first on Imagine Financial Security.

Read the full post →

The 7 Most Tax Efficient Retirement Income Strategies

September 9, 2022

Tax efficiency maximizes retirement income! When I started my first job as a soccer referee at 12 years old, my Mom used to tell me; “it’s not what you earn, it’s what you keep!”  I’m not sure if working at 12 years of age is legal any longer, but I’ve had a job ever since.  […]

The post The 7 Most Tax Efficient Retirement Income Strategies appeared first on Imagine Financial Security.

Read the full post →

Visit the blog →

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Blended Family
  • Divorced Women
  • Gen X
  • Widow/Widower

Ways Advisor Charges

  • Quarterly Fee
  • Flat Fee

Fee Options

  • Quarterly Fee: $1000+/qtr
  • Flat Fee: $400+/engagement

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Loading...