Kevin Stapleton Pebble Beach

After a rewarding 35-year career in wealth management, Kevin Stapleton decided to retire in the serene Pebble Beach, California, where he had constructed his dream residence. His professional journey commenced at IBM in sales and marketing straight out of university. After nearly five years in Los Angeles, he shifted to financial services with A.G. Edwards, establishing a prosperous money-management practice. During his 21-year tenure with A.G. Edwards, which Wachovia Securities later acquired, and then Wells Fargo, he demonstrated his prowess in the brokerage industry. He continued his career at Wells Fargo's office in Carmel, California, for nine years before founding Stapleton Wealth Management (SWM), where he served high-end clients for five years before choosing to retire and enjoy life in Pebble Beach. At Stapleton Wealth Management, he catered to high and ultra-net-worth individuals, offering comprehensive services in investment management, financial planning, tax planning, risk management, insurance planning, trust and estate planning, and legacy planning. His adeptness at minimizing risk and developing strategies tailored to client's financial goals and risk tolerance helped safeguard and grow their wealth. Born on August 30, 1959, in Chicago, Illinois, his passion for baseball and the Chicago Cubs began early. After moving between Phoenix, Sacramento, and Stockton, he completed high school in Stockton and earned an AA degree from San Joaquin Delta College. His academic pursuits continued at the University of the Pacific and concluded with a Bachelor of Science in Finance from the University of Southern California (USC). Now retired, he enjoys life with his wife and their two sons in the picturesque coastal community of Pebble Beach, renowned for its natural beauty and iconic golf courses. His interests include managing his finances, traveling, cooking, and golfing. A lifelong Cubs fan, he regularly visits Wrigley Field to watch his favorite team.