Kevin Rucker

I became an advisor a decade ago to develop long-lasting relationships with individuals and families.

The most rewarding part of my profession is seeing first-hand how advice can better the financial lives of our clients at each stage of their journey. My partner, Stephen Seewer, and I work 100% together and wholeheartedly believe in this team approach. We hold our meetings in-person at our office in the Presidio of San Francisco, or remotely via Zoom. I'm interested in the wide-ranging financial technology available to help everyone strive to reach their goals. With access to these resources, our team is better able to position clients for success to and through retirement. I hold a Retirement Income Certified Professional (RICP) designation and am a member of the San Francisco chapter of the Financial Planning Association. I also hold a BA in Environmental Studies and a BA in Art History (emphasis in Architecture and Environment) from the University of California, Santa Barbara. I am a native of San Francisco and live in the Ingleside district with my wife and miniature long-haired Dachshund- Miley. I enjoy bike rides around the Bay Area and traveling to new destinations. As a life-long baseball player, I have a passion for sharing my knowledge and skills in the sport with the younger generation through instructional coaching. This passion for teaching carries over to our meetings.