Kevin Thelen, CFP®, CFA® BeYou Financial

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About Kevin Thelen, CFP®, CFA®

You work hard for your money. You want to enjoy your money now while preparing to live with greater financial freedoms in the future. Through financial goal planning, investment advice, and a professional perspective on your finances, BeYou Financial wants your money to work harder for you.

Be guided on a financial journey that allows you to pursue your dreams. You can accumulate enough to retire one day, you can help your children with their college education, you can achieve a more flexible lifestyle before retirement, and you can enjoy your money now.

Feel confident that I have the experience and knowledge to help you. My career started in 2005 as an intern at Ameriprise Financial followed by 9-years as a financial advisor and eventually, a partner at Genovese Burford & Brothers in Sacramento, Ca. I earned a BA in Economics from Seattle University in 2006, received the Certified Financial Planner designation in 2009, and the Chartered Financial Analyst designation in 2013. The Financial Times ranked me as a top financial advisor in 2015 and 2016.

I am looking forward to getting to know you.

Love your life.

Be you!

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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

  • Business Owners
  • Family Financial Planning
  • Gen Y/Millennials
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee

Fee Options

  • Monthly Fee: $200/mo for an individual. $250/mo for a couple. All services included.

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.

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