Kevin has been a professional in the securities business for over 30 years and a certified Financial Planner for 25. Kevin’s’ love of real estate and securities investing was influenced by his mother at an early age. She was a real estate broker who traded stocks and invested in real estate.

Kevin strongly believes his 30 years of experience, his being a Certified financial Planner combined with his Masters in Real Estate uniquely position him to deliver solutions and outcomes other securities professionals may overlook.

Professional development and staying abreast of the ever-changing tax and product innovation environment, along with new asset allocation philosophies has been a priority for Kevin. While the number of professional exams (Series 4,7,12,22,24,and 63) have allowed Kevin to demonstrate knowledge competencies, the hallmark of Kevin’s practice is his keen sense of caring and understanding the life goals of his clients.

Kevin’s long-term commitment to the community has led to leadership roles with the San Diego Opera, LEAD San Diego, La Jolla Rotary, San Diego Community College District, Cogswell Polytechnic college and The foundation for Educational Achievement.

Philanthropic passions include microcredit and land tenure rights for the globally impoverished.

Securities offered through Emerson Equity LLC, member FINRA / SIPC. This is not an offer to buy or an offer to sell securities. Securities investing carries an inherent risk of loss of some or all of the principal invested. We are not tax professionals. You should always discuss your investments with a tax professional prior to investing. Securities are sold only in those states where Emerson Equity LLC is registered.

1031 Risk Disclosure:

There is no guarantee that any strategy will be successful or achieve investment objectives;
Potential for property value loss – All real estate investments have the potential to lose value during the life of the investments;
Change of tax status – The income stream and depreciation schedule for any investment property may affect the property owner’s income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities;
Potential for foreclosure – All financed real estate investments have potential for foreclosure;
Illiquidity – Because 1031 exchanges are commonly offered through private placement offerings and are illiquid securities. There is no secondary market for these investments.
Reduction or Elimination of Monthly Cash Flow Distributions – Like any investment in real estate, if a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions;
Impact of fees/expenses – Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefits