
Kevin L. Peters, LUTCF
Kevin L. Peters
Partner, Equinox Financial Partners
Kevin Peters is seasoned in serving the needs of individuals, professionals, and business owners with a special emphasis on entertainers and professional athletes.
As a financial professional since 1994, Kevin has dedicated himself to helping to make a difference in the lives of clients. He believes his job is to listen to client needs and objectives and design a financial plan, taking into consideration client risk tolerance and time horizon, to help them work toward their financial goals. He prides himself on the long-term relationships he establishes with clients and the level of service he offers to them.
For the professional athlete and entertainer, Kevin combines his experience in risk and wealth management with his general understanding of player/entertainer’s complex financial situations, to develop financial strategies designed to help them meet their short and long-term goals.
California Insurance License #: OA90766
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
EQUINOX FINANCIAL PARTNERS is not owned or operated by Equitable Advisors, LLC or its affiliates.