Kevin J. Conway

Kevin J. Conway has been a Financial Professional in the industry since 1985. Mr. Conway graduated from Loyola Marymount University in Los Angeles where he received a Bachelor of Arts Degree in Finance. Mr. Conway received a Masters in International Business Administration from Loyola Marymount University. Mr. Conway also holds a California Life Agent’s License. Mr. Conway’s education as well as business experience provide him with the knowledge and sense to assist clients with all of their personal financial needs.

As a frequent speaker on financial and investment topics, he has conducted financial planning seminars throughout Orange and Los Angeles County as well as Northern California. He is recognized for his ability to translate complex concepts into understandable layman’s terms. Behind the great success of Kevin’s business endeavors are five very important people, his wife Linda and their four children. The six of them are active participants in their community of Villa Park as well as their Church and other social organizations. With their support, love and encouragement, Kevin has received numerous distinctions and citations in the financial services industry as well as local communities.

From Kevin…

“I consider it a privilege to work with my clients and consider my role one of being able to identify, define, and assist in achieving client goals and objectives. I firmly believe that the road map to financial success is defined by three key ingredients: Professional management, Diversification, and Time. With rapidly changing economic variables such as interest rates, inflation, global events, tax law changes, market fluctuations, etc., it is imperative that we best utilize your resources without placing capital at undue risk.”

Neither diversification nor asset allocation guarantee against loss, they are methods used to manage risk.

Tustin Branch
17822 E. 17th Street, Suite 104
Tustin, CA 92780

(714) 547-0000 | Fax (714) 547-8383