Kevin A. Brown, CLU®, ChFC®
Helping People in the Y.O.Y.O. (You’re On Your Own) Economy
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
Serving Clients Nationwide
Helping People in the Y.O.Y.O. (You’re On Your Own) Economy
Areas of Focus
- Business Owners
- Education Funding
- Employee Benefits
- Estate Planning
- Financial Life Planning
- Inherited Wealth
- Insurance
- Investment Management
- Retirement Income Planning
- Retirement Planning
- Taxes
About Kevin A. Brown, CLU®, ChFC®
Hi. My name is Kevin Brown and I am an advisor with Charles Stephen, one of the Southwest’s leading financial services firms. I'm focused on helping you make the best decisions possible.I started in financial services right after graduating from the University of New Mexico with a degree in finance. Over the years I gravitated toward working with people in the Y.O.Y.O. Economy in Albuquerque, NM.
They include owners of private practices such as attorneys and dentists. This group also includes people who have changed jobs and find they are on their own when it comes to making decisions regarding their retirement plans and other benefits. Other members of the Y.O.Y.O. Economy are people who are about to retire or have already retired and people who have received an inheritance.
My Background
After decades of running a successful independent advising practice, I have joined the respected team at Charles Stephen, where my own expertise is enhanced by a team of advisors who have their own areas of specialization.
I really enjoy helping my clients create a financial plan that will help protect their ability to earn an income, manage their investment assets for retirement and college education, have an income in retirement that lasts as long as they do and leave a legacy for their families.
On the personal side, I'm a native New Mexican from Roswell. I'm a drummer and met my wife, Jenny when we were both in band at UNM. We got married in 1996 and have three sons. I love to ride my bicycle and I'm currently taking Spanish lessons every day. I came to UNM on a Presidential Scholarship and help the UNM Foundation raise money for the Presidential Scholar program.
Family is at the heart of everything I do. Whether it's explore the outdoors, sharing laughs over dinner, or celebrating life's milestones, the people beside me keep me grounded and motivated every day.
Professional Designations
- Chartered Financial Consultant (ChFC)
- Chartered Life Underwriter (CLU)
Primary Location
5951 Jefferson St NE, Suite D, Albuquerque, NM 87109
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Charles Stephen
I Specialize in helping people who are members of the Y.O.Y.O. Economy. (Y.O.Y.O stands for, You're On Your Own.)If you are an owner of a professional practice such as an attorney or a dentist, you are a member of the 𝙔.𝙊.𝙔.𝙊 𝙀𝙘𝙤𝙣𝙤𝙢𝙮.
If you have come into money because you changed jobs and need to do something with your retirement plan from your previous employer, you're a new member of the 𝙔.𝙊.𝙔.𝙊 𝙀𝙘𝙤𝙣𝙤𝙢𝙮.
If you are getting ready to retire or are already retired, you definitely are a member of the 𝙔.𝙊.𝙔.𝙊 𝙀𝙘𝙤𝙣𝙤𝙢𝙮. Other members could include people who have inherited money or perhaps, sold a business.
What We Do
✔️ Protection
I help my clients in Albuquerque insure their most valuable asset; their ability to earn an income. I help insure against what can go wrong so I have the luxury of investing for what can go right. I work with people on their life, disability and long term care insurance.
✔️ Asset Management
Through tax-efficient strategies, I can help my clients in Albuquerque plan for their financial future, including preparing retirement plans for individuals and small businesses and education planning strategies such as 529 plans.
✔️ Income For Retirement
This means that I work with my clients in Albuquerque closely along their retirement journey to create plans that will grow with them over the years. I use my professional knowledge to help create generational wealth that will sustain throughout decades.
✔️ Legacy
I believe in helping clients in Albuquerque leave a legacy for their loved ones by participating in long-term investments positioned for growth over the years. I work with my clients to create a financial plan that is right for them and their family.
--
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through The AmeriFlex Group®, a Registered Investment Adviser. Cambridge is a minority owner of The AmeriFlex Group®. Other entities and/or marketing names, products or services referenced here are independent of Cambridge.
Education
The University of New Mexico, Bachelor of Business Administration (B.B.A.), Finance
Hobbies and Interests
- Cycling
- Family
- Music
SEC Lookup
View DisclosureWho We Serve
- Attorneys
- Baby Boomers
- Business Owners
- Corporate Executives
- Dentists
- Dual Income Family
- Entrepreneurs
- Gen X
- Intergenerational Families
- Living in Retirement
- Women Professionals
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
Kevin is helping us plan for our future, and our kids future
More Than Financial Advisor
Competence, knowledge and a good human
Calming me down
Great financial advisor, better person
Good Dude
Trusted Guidance
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.