Kevin Tolsma, CFP is a Financial Advisor for Financial Pointe. Kevin received a degree in Economics from UC Berkeley in 1987 and has completed MBA coursework in Finance at Seattle Pacific University. He started his career with the venerable investment banking firm, Donaldson, Lufkin and Jenrette in 1987. Kevin advises clients in the realm of Retirement and Estate Planning, Investments, Charitable Planning and Business Succession Planning.
Kevin serves as President of the Estate Planning Council of Ventura County and has been a past speaker at the Western Pension and Benefits Conference. He is also a Donor Advisor for the UC Berkeley Foundation.
Kevin and his wife, April have two children, Cambria and Camden. Kevin is an avid reader and a fitness buff. He enjoys skiing, boarding and body surfing and is also active with his church.
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