Kevin McNab
President at ACE Wealth Partners LLC
- Role
- President at Ace Wealth Partners Llc
- Location
- Westminster, CO, US
- LinkedIn followers
- 500 followers
About Kevin McNab
Kevin McNab is founder and president of ACE Wealth Partners. ACE Wealth Partners is an independent, fee-only, comprehensive financial planning, asset and wealth management firm. Our partnerships are built on the highest levels of integrity and transparency to align goals, build dreams, plan wealth and secure tomorrow together.Please visit our website to view disclosure information: http://acewealthpartners.com/disclosures/
Experience
President
May 2010 — Present
Kevin McNab is founder and president of ACE Wealth Partners LLC – an independent fee-only comprehensive financial planning, asset management, and wealth management firm built on integrity, transparency, and service. ACE Wealth Partners LLC was founded in order to provide clients with the highest degree of service and uncompromising expertise.Kevin McNab has more than 25 years of experience as a wealth management advisor at nationally recognized firms.Kevin has received a B.B.A in Finance from Western Michigan University and a M.S. in Finance from the University of Colorado at Denver. Kevin has demonstrated his commitment to his profession by earning the financial industry’s top credentials: Certified Financial Planner™ (CFP®) and Chartered Financial Consultant (ChFC®) accreditations.Through wealth management services, Kevin McNab provides sophisticated solutions to an intimate group of clients by aggregating all assets to form a complete financial picture. Kevin truly acts as his client’s personal CFO.
Education
Western Michigan University - Haworth College of Business
BBA Business, Finance
1993 — 1997
University of Colorado Denver
MS, Finance
2010 — 2014
Skills
- Financial Advisory
- Investment Advisory
- Asset Managment
- 401k
- Wealth Management
- Retirement Planning
- Mutual Funds
- Asset Allocation
- Risk Management
- Investments
- Insurance
- Retirement
- Strategic Financial Planning
- Portfolio Management
- High Net Worth Individuals
- Life Insurance
- Finance
- Small Business
- Financial Services
- Securities
- Employee Benefits
- Asset Management
- Alternative Investments
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