Biography of Kevin Stapleton Pebble Beach

After an illustrious 35-year career in wealth management, Kevin Stapleton Pebble Beach retired to his dream home in Pebble Beach, California His professional life started at IBM in sales and marketing right after graduating from university He worked for IBM in Los Angeles for nearly five years before transitioning to financial services at A.G. Edwards. There, he established a prosperous money-management practice He remained with the firm through its acquisition by Wachovia Securities and subsequent purchase by Wells Fargo, concluding his tenure after nine

years at their Carmel, California office He then founded Stapleton Wealth Management (SWM), where he served high-end clients for five years before retiring to enjoy life in Pebble Beach.

At SWM, he delivered a comprehensive suite of bespoke services for high and ultra-net-worth individuals, covering investment management, financial planning, tax planning, risk management, and insurance planning, alongside trust and estate planning and legacy planning His strategic prowess in growing and protecting client wealth while minimizing risk played a crucial role in meeting their financial goals

Born on August 30, 1959, in Chicago, Illinois, his passion for baseball and the Chicago Cubs started early in life After moving around several cities, he completed high school in Stockton, California, and earned an AA degree from San Joaquin Delta College. He later graduated from

the University of Southern California (USC) with a Bachelor of Science in Finance, having transferred from the University of the Pacific in Stockton.

In retirement, he, along with his wife and two sons, enjoys the tranquil life of Pebble Beach, known for its natural beauty and legendary golf courses. His hobbies include managing his finances, traveling, cooking, and golfing He is also a devoted Cubs fan, frequently visiting Wrigley Field to catch games.

Kevin Scott Stapleton's commitment to his community is evident through his active participation in local volunteer work. He leads the IHELP program at his church, coaches youth baseball, and is a genuine member of the Rotary Club of Carmel, where he and his fellow members strive to enhance their community through various initiatives His dedication to both his professional and community life showcases his profound commitment to the values he cherishes.

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Biography of Kevin Stapleton Pebble Beach

Published on May 6, 2024

Kevin Stapleton Pebble Beach

After an illustrious 35-year career in wealth management, Kevin Stapleton Pebble Beach retired to his dream home in Pebble Beach, California. His professional life started at IBM in sales and marketing right after graduating from university. He worked for IBM in Los Angeles for nearly five years before transitioning to financial services at A.G. Edwards. There, he established a prosperous money-management practice. He remained with the firm through its acquisition by Wachovia Securities and subsequent purchase by Wells Fargo, concluding his tenure after nine years at their Carmel, California office. He then founded Stapleton Wealth Management (SWM), where he served high-end clients for five years before retiring to enjoy life in Pebble Beach.