Trevin Kent, CFP®, RICP®
CERTIFIED FINANCIAL PLANNER™
In 2012, Trevin co-founded CCFM, driven by a passion to help clients gain clarity and confidence throughout their financial journey. As a Certified Financial Planner™, he does more than create detailed financial plans, he crafts roadmaps for success and provides expert guidance along the way!
Trevin serves as our lead portfolio strategist, curating an investment lineup to meet the unique goals of each client. Being born and raised in the Monterey Bay Area, Trevin understands the dynamic and unique needs of our local community. An entrepreneur at heart, Trevin has experience in real estate mortgage financing and non-profit administration that he leverages to design well-rounded solutions.
Outside of the office, Trevin enjoys spending time & making memories with family, especially his wife Kylie & son TJ. Together they enjoy outdoor activities like snowboarding, hiking, & golf.
With Trevin as your guide, your financial journey becomes more than a plan — it’s an adventure. Let’s embark on the journey together.
CA Life Insurance License # 0I90149