Kevin Kusak CFP®
Kevin Kusak is Co-Founder of Kusak Wealth Management. He graduated in 2004 with a Bachelor's Degree from the University of Texas A&M. Kevin completed all coursework and requirements for the CFP Board CERTIFIED FINANCIAL PLANNER™ Certification Education Program within the registration program at Rice University. He is a member of the Financial Planning Association (FPA) and the Financial Services Institute (FSI).
Kevin began his career as a financial advisor immediately after graduating college and built a successful practice where he was promoted to senior management within the firm. To provide his clients with a higher level of service and personal attention, Kevin decided to start his own independent firm in 2012. Throughout the years, he has been devoted to maintaining high ethical standards while developing sound financial strategies for his clients. Kevin has worked with clients through many diverse financial situations and has developed a passion for educating and servicing their needs. In 2015, Kevin and his father combined their experience and expertise under Kusak Wealth Management. Together, they are dedicated to working with individuals in the areas of retirement planning, income and estate tax planning, college financing assistance, insurance planning, and investment analysis.
Kevin holds a FINRA Series 6, 63, 65, and 7 in addition to his Texas Life and Health Insurance License. He holds the certification as a CERTIFIED FINANCIAL PLANNER™ professional, Kevin subscribes to and is bound by a very strict professional Code of Ethics. To maintain this CFP® he is required to satisfy the continuing education requirement of the Certified Financial Planner Board of Standards.
Kevin and his wife, Emily, live in the cypress area and have two children, Lillie (11) and Samuel (8). They are very involved with their local church. In his spare time, Kevin enjoys camping, fishing, hunting, golf, cooking, and sporting activities. Most of all, he enjoys spending time with family and friends.