Kevin Shah
CFP® – Partner | Private Wealth Practice Leader
SUMMARY
- Designations: CFP®, Series 7 & 66
- Leads the strategic development and delivery of Revant Wealth’s Private Wealth division, advising a wide range of clients including business owners, families, and tech professionals. Specializes in equity compensation and advanced planning strategies.
- Passionate about mentoring future financial planners through his role as an Instructor at UC Irvine, helping the next generation of CFP® candidates apply their coursework, strengthen their skills, and grow into capable, thoughtful practitioners.
- “Dedication makes dreams come true.” – Kobe Bryant
(949) 393-2002 ext. 103
Kevin is a Partner and Private Wealth Practice Leader at Revant Wealth, where he 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.
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 and 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.
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.
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.
