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Kevin Apolinar | 401(k) & IRA Management, Asset Allocation, Cash Flow Planning
Kevin is the CEO of Behavior Shift, which is a fee-only firm, meaning the only compensation they receive is from their Clients for their services. He is here to help clients organize and manage their financial lives. Their support allows clients to stay committed to their financial goals. They provide objective insights to help clients make rational decisions regarding critical financial matters, avoiding emotional influences. They work on anticipating key life transitions to ensure that their clients are financially prepared. They present clients with the specific knowledge they need to succeed in their financial journey. They partner with their clients to manage their time, talent, and treasure.
Kevin's life is a testament to his unwavering dedication and resilience, a commitment deeply rooted in his service. His work, strength, and everything he does is...
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