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At a glance

Discipline
Financial Planner
Designations
CFP®
Firm
IEQ Capital
Located
Foster City

Kevin Burt

Financial Planner

IEQ Capital — Foster City

Practice

In my role as a Senior Director at IEQ Capital, I assist affluent families across the country with investment management, financial planning, and estate/charitable planning. I have obtained both the CFP and CFA designations and have over a decade of experience in the financial services industry.

Areas of work

  • Administering estates and trusts
  • Charitable gift planning
  • Designing estate plans
  • Developing strategies to minimize potential estate and gift taxes
  • Retirement distribution planning
  • Succession planning
  • Preparing comprehensive financial plans

At the council

Attends the dinner meetings through the October–May season and is listed in the member directory by discipline.