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Kevin Erwert
Co-founder & Lead Advisor - Aletheian Wealth Advisors @Aletheian Wealth Advisors
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WORK HISTORY
Co-founder & Lead Advisor - Aletheian Wealth Advisors @Aletheian Wealth Advisors
Bellevue, WA, US
I serve as Partner and Lead Advisor of Aletheian Wealth Advisors LLC, a registered investment advisor, and multi-family office. As a lead advisor, I guide my clients to create a lasting legacy that defines their personal values, mission, and vision.My primary client focus is working with executives at technology companies, helping them optimize their financial present and future.Our firm\'s name \"Aletheian\" means \"truth\" in Greek. The foundation of Aletheian Wealth Advisors is to provide radically honest, fully transparent advice, in an industry not known for that.
EDUCATION
SBGE at Seattle Pacific University
Bachelor of Business Administration (B.B.A.), Finance, General
College for Financial Planning
Certificate in Financial Planning
SKILLS
ABOUT KEVIN ERWERT
Experienced wealth advisor with expertise serving technology executives. I guide my…
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