Kevin Rucker

I am a Wealth Advisor with more than 10 years of experience helping individuals and families build, manage, and preserve wealth.

I provide guidance across all aspects of wealth management, including investment management, retirement planning, financial planning, tax planning, estate planning coordination, insurance and risk management, cash flow and budgeting, and behavioral coaching. I believe successful financial planning extends beyond investment performance and is built on a deep understanding of each client's unique circumstances and objectives. Prior to founding Initial Point Advisors with Stephen Seewer, Iserved as a Financial Consultant with Alliant Retirement and Investment Services from 2022 to 2026, where I assisted members across the San Francisco Bay Area. Before that, I was an Investment Assistant and Practice Manager with SF Fire Credit Union through CUSO Financial Services, where I gained valuable experience supporting client relationships, investment operations, and financial planning initiatives. I earned a Bachelor of Arts from the University of California, Santa Barbara, with a double major in Environmental Studies and Art History,: emphasis in Architectural History. I also hold the Retirement Income Certified Professional (RICP®) designation from The American College of Financial Services, reflecting my specialized knowledge in retirement income planning and distribution strategies. As a second-generation native San Franciscan and homeowner in the Ingleside district, I enjoy supporting local businesses. Outside the office, I enjoy staying active through fitness, following baseball, and traveling. Whether exploring new destinations on road trips or visiting family, I value opportunities to experience different cultures and create lasting memories. Most of all, I enjoy spending time with my wife and our miniature long-haired Dachshund, Miley.