Kevin Flaaen
Vice President at Wealthspire Advisors
- Role
- Vice President at Wealthspire
- Location
- Scottsdale, AZ, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Vice President
Sep 2025 — Present
As a Vice President at Wealthspire Advisors, I deliver personalized, fiduciary-backed financial strategies across planning, investments, estate, and philanthropic needs—empowering clients to pursue their unique aspirations.
Education
Arizona State University
Bachelor of Science (BS), Finance, General
2011 — 2015
Skills
- Microsoft Word
- Event Planning
- Public Speaking
- Management
- Direct Marketing
- Microsoft Office
- Social Media Marketing
- Powerpoint
- Customer Satisfaction
- Social Media
- Marketing
- Lead Generation
- Restaurants
- Customer Service
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