Kevin M Arquette, CFP®
Wealth Manager, Managing Partner
Kevin has over 20 years of experience advising clients through all types of markets and unique circumstances, and he believes everyone should have a holistic approach to building a financial plan. After spending years working for large Wall Street firms, Kevin recently went independent and started WealthPoint Financial Planning. Kevin takes the time to understand you, looks at multiple facets and renders advice across the board.
Kevin graduated from Michigan State University, where he earned a degree in finance from Eli Broad College of Business. Kevin began his career in the financial services industry in 2000 as an Investment Adviser Representative. Kevin has earned his certification as a CERTIFIED FINANCIAL PLANNER® professional and is also a licensed insurance agent. He specializes in working with individuals and families in developing retirement income, managing money in a volatile marketplace, and helping with position their IRA and 401K plans.
