Kevin Shah.
Designing private-wealth strategy for executives, founders, and the families whose wealth is still being built.
CFP® · Series 7 & 66Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
The work at Revant.
As Partner and Private Wealth Practice Leader, Kevin specializes in financial planning and delivers comprehensive wealth management strategies tailored specifically for high-net-worth individuals, executives, small business owners, and families. He focuses on helping clients navigate complex financial decisions through personalized planning, thoughtful investment management, and multi-generational wealth strategies.
In parallel, Kevin leads the strategic growth of Revant’s Private Wealth division, combining his commitment to client service with a passion for innovation and business development.
Dedication makes dreams come true.
Kobe Bryant
Education and credentials.
Kevin earned his Bachelor of Arts in Business Economics and Political Science from the University of California, Irvine. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, exemplifying his commitment to maintaining the highest standards of financial planning and fiduciary care. Additionally, Kevin holds both his Series 7 license through LPL Financial and his Series 66 license through Independent Advisor Alliance.
Kevin contributes to the education of future financial professionals as an adjunct instructor at the University of California, Irvine, Department of Continuing Education, teaching the Personal Financial Planning Practicum course.
How Kevin works with clients.
Guided by a client-centric philosophy, Kevin emphasizes clarity, strategic insight, and consistent communication. His approach focuses on building meaningful relationships, ensuring clients feel supported, confident, and empowered to pursue their financial and life goals.
Outside the firm.
Kevin resides in Irvine with his fiancée, Amiri, and their beloved dog, Mimi. Outside of work, he enjoys staying active, spending quality time with family and friends, and cheering on the Dodgers and Lakers. A passionate traveler and home cook, Kevin enjoys traveling and experimenting in the kitchen, often drawing inspiration from the cultures and cuisines he encounters around the world.
Have a conversation with Kevin.
Schedule a conversation
Step one.
Dream freely.
Every Revant relationship begins the same way, a quiet conversation about the life you're building, before any numbers are modeled. Share where you are and what you're thinking through, and we'll take it from there.