Kevin N. Goulding
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CRD#: 7017074
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Kevin Nicholas Goulding, CFP® was a registered financial professional .
Kevin is a previously registered financial professional and started their career in finance in 2018. Kevin had worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Kevin is a veteran finance executive with more than 35 years’ experience in corporate and personal finance. He gets tremendous satisfaction in offering comprehensive, yet straightforward financial advice based on the intimate knowledge of the needs of clients.
Prior to joining Elevation Wealth Partners in 2021, Kevin was a Wealth Advisor with an independent investment advisory firm in Napa. Prior to that, he held a number of executive and finance positions with semi-conductor company GLOBALFOUNDRIES, luxury bottle maker Saverglass, and publishing company Lonely Planet, among others.
Kevin earned an undergraduate degree in Psychology with a minor in business from California State University, Sacramento and an MBA in Finance & Accounting from the University of California at Davis. In addition, he earned a Certificate in Personal Financial Planning from UC Berkeley Extension and passed the Certified Financial Planner (CFP®) exam.
Kevin calls Petaluma home and enjoys the unique and close community that it provides. He has two, financially independent, children that have yet to “boomerang.” In his spare time, you can find him hiking one of the many beautiful trails in the area.
Question & Answer
What are your service offerings?
Investment Planning
Retirement Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Attending College
Comprehensive Financial Planni...
Corporate Finance
Investment Management
Life Planning
Retirement
Are you a "fiduciary"?
No
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
JACOBSON WEALTH MANAGEMENT - ADMINISTRATOR - DBA NAME FOR MARKETING PURPOSES ONLY - NAPA, CA - SINCE 10/2018 - INVESTMENT RELATED
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2019
Experience
Past
May 25, 2021 - April 30, 2025
ELEVATION WEALTH PARTNERS, LLC
RIA
CRD#: 123971
Santa Rosa, CA
Past
November 13, 2018 - May 25, 2021
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
RIA
CRD#: 20804
NAPA, CA
Past
October 18, 2018 - May 25, 2021
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
BD
CRD#: 20804
NAPA, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EW
ELEVATION WEALTH PARTNERS, LLC
ELEVATION WEALTH PARTNERS, LLC | ZRC WEALTH MANAGEMENT, LLC | ZRC FINANCIAL SERVICES, LLC
CRD#: 123971 / SEC#: 801-81152
RIA
Registered Investment Advisory firm - (3/17/2015 Approved)California
Registered Investment Advisory firm - (4/17/2015 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
EW
ELEVATION WEALTH PARTNERS, LLC
ELEVATION WEALTH PARTNERS, LLC | ZRC WEALTH MANAGEMENT, LLC | ZRC FINANCIAL SERVICES, LLC
CRD#: 123971 / SEC#: 801-81152
RIA
Registered Investment Advisory firm - (3/17/2015 Approved)California
Registered Investment Advisory firm - (4/17/2015 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
200 Pringle Avenue Suite 400, Walnut Creek, CA 94596
Mailing Address
Phone number
(707) 524-6131
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 933 |
| AUM (Assets Under Management) | $ 582,090,191 |
Red Flags
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Company Information
ELEVATION WEALTH PARTNERS, LLC
Wealth AdvisorCRD#: 123971TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
