Kevin Leon

Background

About Kevin Leon

As the Director of Wealth Management and Investment Specialist at Pacific Advisors, I help grow our investment and advisory services division, and also help clients achieve financial confidence. We help professionals, pre-retirees and retired clients work through multiple aspects of financial planning, protection planning and tax mitigation strategies. I joined Pacific Advisors with 21 years of industry experience. After multiple opportunities and tryouts with the NFL, I found this industry a natural match. I love the competitive spirit of the industry and helping clients and staff reach their personal financial goals. I hold FINRA series 6,63,7,65,51 & 24 licenses; and the California Life Agent license. I am an Orange County native. In my spare time, I enjoy golf, boating, pool, watching football, and family time. I have been married to Amy for 22 years and have two kids, Allyson (20) and Bradley (18). If you want to schedule a time to talk about how Pacific Advisors can be a help to you, here is a link to my calendar: https://outlook.office365.com/owa/calendar/KevinLeonatPacificAdvisors@glic.microsoftonline.com/bookings//COMPLIANCE:2023-4899/