Kevin Dupree
Private Wealth Advisor @Djm Financial Northwestern Mutual Private Client Group
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WORK HISTORY
Private Wealth Advisor @Djm Financial Northwestern Mutual Private Client Group
Irvine, CA, US
Financial independence doesn’t happen by chance, it results from expert strategic planning. That’s why DJM Financial includes professionals whose skills and expertise help ensure that you get the best possible guidance every time. Areas of focus include retirement planning, insurance/investment strategies, estate planning, and executive/employee benefits. While there are various layers of complexity in the work that we do, we are fundamentally guided by our pledge to always do what is in the client\'s best interest. As a result, we have built a firm with the intention of supporting families and businesses for generations to come.
EDUCATION
California State University, Long Beach
Bachelor’s Degree
SKILLS
ABOUT KEVIN DUPREE
Kevin DuPree specializes in providing strategic guidance that enables attorneys and closely held business shareholders to meet their financial goals. Through a collaborative process, Kevin helps clients establish a holistic financial plan based on what they value instead of what they own.A key component to Kevin\'s success is open and honest communication. Through personal meetings, Kevin approaches every client relationship with a long-term vision that will endure and grow as each individual\'s personal and financial needs evolve.With a degree from California State University of Long Beach, Kevin DuPree joined Northwestern Mutual in 1992. From 1997 to 2005, he served as the District Managing Director for Northwestern Mutual-Irvine, where he currently maintains a successful office and team of professionals.With over 20 years of experience, Kevin DuPree continues to provide quality service and expert strategic planning for his clients.
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