Kevin Kolson

About Kevin Kolson

I partner with business owners who want their life’s work to carry forward long after they’ve stepped into their next chapter. Your business is more than something you built — it’s a legacy shaped by years of grit, sacrifice, and vision. You deserve a future where you can step away with confidence, knowing what you created will continue to grow and make an impact. My work goes beyond technical strategy — it focuses on the human side of wealth: the relationships, the family dynamics, and the readiness of future generations to manage and grow what’s been built.That’s where we come in.We help business owners and families navigate the big, meaningful questions that shape their legacy, their family, their people, and the future they want to create: • Who will carry forward the work I’ve poured my life into? • What happens if life takes an unexpected turn? • Are the next leaders prepared to guide this company into tomorrow? • What is the real value of my business today - FWL Value Gap Assessment? • Will the value I’ve built be honored when it’s time to transition? • What will happen to the employees who helped me build this? • Should the business be entrusted to a third party - or the people who’ve been by my side for years? • And why does everything still depend on me?If any of these questions resonate, you’re not alone — and you don’t have to navigate them alone.

Experience

1. Certified Founders Group Associate

   Family Wealth Leadership

   Jul 2022 — Present · Irvine, CA, US

   Leading business owners through all phases of transition where increased clarity, net cash flow, and market value expands and solidifies choices for business transition:if, when, how, how much, and to whom.

Education

• California State University, Fullerton

  Bachelor's degree, Finance and Financial Management Services

  1995 — 1998

Skills

• Financial Advisory
• Investments
• Long Term Care
• Retirement Income Strategies
• Insurance
• Retirement Planning
• Estate Tax Planning
• Portfolio Management
• Financial Planning
• Employee Benefits
• Pensions
• Financial Planners
• Certified Financial Planner
• Investment Strategies
• Alternative Investments
• Securities
• Estate Planning
• Asset Allocation
• Mutual Funds
• Iras
• Risk Management
• Asset Management
• Wealth Management
• Succession Planning
• 401k
• Investment Advisory
• Retirement
• Strategic Financial Planning