Kevin A. Brown, CLU®, ChFC®
Helping People in the Y.O.Y.O. (You’re On Your Own) Economy
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Serving Clients Nationwide
Helping People in the Y.O.Y.O. (You’re On Your Own) Economy
Areas of Focus
- Business Owners
- Education Funding
- Employee Benefits
- Estate Planning
- Financial Life Planning
- Inherited Wealth
- Insurance
- Investment Management
- Retirement Income Planning
- Retirement Planning
- Taxes
About Kevin A. Brown, CLU®, ChFC®
Hi. My name is Kevin Brown and I am an advisor with Charles Stephen, one of the Southwest’s leading financial services firms. I'm focused on helping you make the best decisions possible.I started in financial services right after graduating from the University of New Mexico with a degree in finance. Over the years I gravitated toward working with people in the Y.O.Y.O. Economy in Albuquerque, NM.
They include owners of private practices such as attorneys and dentists. This group also includes people who have changed jobs and find they are on their own when it comes to making decisions regarding their retirement plans and other benefits. Other members of the Y.O.Y.O. Economy are people who are about to retire or have already retired and people who have received an inheritance.
My Background
After decades of running a successful independent advising practice, I have joined the respected team at Charles Stephen, where my own expertise is enhanced by a team of advisors who have their own areas of specialization.
I really enjoy helping my clients create a financial plan that will help protect their ability to earn an income, manage their investment assets for retirement and college education, have an income in retirement that lasts as long as they do and leave a legacy for their families.
On the personal side, I'm a native New Mexican from Roswell. I'm a drummer and met my wife, Jenny when we were both in band at UNM. We got married in 1996 and have three sons. I love to ride my bicycle and I'm currently taking Spanish lessons every day. I came to UNM on a Presidential Scholarship and help the UNM Foundation raise money for the Presidential Scholar program.
Family is at the heart of everything I do. Whether it's explore the outdoors, sharing laughs over dinner, or celebrating life's milestones, the people beside me keep me grounded and motivated every day.
Professional Designations
- Chartered Financial Consultant (ChFC)
- Chartered Life Underwriter (CLU)
Primary Location
5951 Jefferson St NE, Suite D, Albuquerque, NM 87109
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Charles Stephen
I Specialize in helping people who are members of the Y.O.Y.O. Economy. (Y.O.Y.O stands for, You're On Your Own.)If you are an owner of a professional practice such as an attorney or a dentist, you are a member of the 𝙔.𝙊.𝙔.𝙊 𝙀𝙘𝙤𝙣𝙤𝙢𝙮.
If you have come into money because you changed jobs and need to do something with your retirement plan from your previous employer, you're a new member of the 𝙔.𝙊.𝙔.𝙊 𝙀𝙘𝙤𝙣𝙤𝙢𝙮.
If you are getting ready to retire or are already retired, you definitely are a member of the 𝙔.𝙊.𝙔.𝙊 𝙀𝙘𝙤𝙣𝙤𝙢𝙮. Other members could include people who have inherited money or perhaps, sold a business.
What We Do
✔️ Protection
I help my clients in Albuquerque insure their most valuable asset; their ability to earn an income. I help insure against what can go wrong so I have the luxury of investing for what can go right. I work with people on their life, disability and long term care insurance.
✔️ Asset Management
Through tax-efficient strategies, I can help my clients in Albuquerque plan for their financial future, including preparing retirement plans for individuals and small businesses and education planning strategies such as 529 plans.
✔️ Income For Retirement
This means that I work with my clients in Albuquerque closely along their retirement journey to create plans that will grow with them over the years. I use my professional knowledge to help create generational wealth that will sustain throughout decades.
✔️ Legacy
I believe in helping clients in Albuquerque leave a legacy for their loved ones by participating in long-term investments positioned for growth over the years. I work with my clients to create a financial plan that is right for them and their family.
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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through The AmeriFlex Group®, a Registered Investment Advisor. Cambridge is separately owned and other entities and/or marketing names, products or services referenced here are independent of Cambridge. Financial Professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction.
Education
The University of New Mexico, Bachelor of Business Administration (B.B.A.), Finance
Hobbies and Interests
- Cycling
- Family
- Music
SEC Lookup
View DisclosureWho We Serve
- Attorneys
- Baby Boomers
- Business Owners
- Corporate Executives
- Dentists
- Dual Income Family
- Entrepreneurs
- Gen X
- Intergenerational Families
- Living in Retirement
- Women Professionals
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