Kevin SzetoKevin Szeto, CFP®Vice PresidentWealth Planning Specialist
About Kevin
Kevin Szeto is a Vice President and Wealth Planning Specialist at J.P. Morgan Wealth Management.
As a member of The Soja West Group, Kevin takes a long-term planning approach to work closely with professionals, retirees and high-net-worth families on their important goals. He offers customized guidance on tax mitigation and educational/retirement planning, along with strategic advice on a wide range of issues, including trusts and estates and equity compensation. He is dedicated to helping clients establish a meaningful legacy and pursue the future they envision.
Before joining J.P. Morgan, Kevin was a Director and Advanced Planner at First Republic Investment Management. He was previously a Financial Planning Manager at Summitry. Earlier roles included tenures with eMoney Advisor, a financial planning software company at which he was a Trainer for Advisors, and as a Business Analyst at LPL Financial, where he launched his financial services career.
Kevin graduated from University of California San Diego with a B.A. in Economics. He is a CERTIFIED FINANCIAL PLANNER® professional.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
Investing in equities? 3 key questions to consider
September 12, 2025We consider valuations, concentration and capital expenditure investing before putting money to work in equities.Read Now
August inflation ticks up slightly: Is the Federal Reserve still on track for a rate cut?
September 12, 2025Consumer prices rose 0.4% in August, bringing annual inflation to 2.9% as the Federal Reserve weighs interest rate cuts.Read Now
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September 9, 2025LGBTQ+ persons may need to take additional precaution with their estate planning documents to ensure their wishes are honored.Read Now
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September 8, 2025August's jobs report showed signs of the labor market stalling, which could trigger a Federal Reserve rate cut in September.Read Now
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The rate-cutting playbook: Fixed income in focus
September 5, 2025The Federal Reserve looks set to cut rates this month. Here’s where we see opportunity.Read NowInvesting in equities? 3 key questions to consider
September 12, 2025We consider valuations, concentration and capital expenditure investing before putting money to work in equities.Read NowAugust inflation ticks up slightly: Is the Federal Reserve still on track for a rate cut?
September 12, 2025Consumer prices rose 0.4% in August, bringing annual inflation to 2.9% as the Federal Reserve weighs interest rate cuts.Read NowRetirement and estate planning for unmarried couples
September 10, 2025Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read NowThe duties of a trustee
September 9, 2025There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read NowProtecting estate plans from hostile family members may be advisable
September 9, 2025LGBTQ+ persons may need to take additional precaution with their estate planning documents to ensure their wishes are honored.Read NowAugust jobs report shows stalling labor market; rate cut could be on the way
September 8, 2025August's jobs report showed signs of the labor market stalling, which could trigger a Federal Reserve rate cut in September.Read NowManaging cash: Making sure your assets are well protected
September 8, 2025Choosing where and how to hold your cash reserves is as important as any investment decision.Read NowMind your business: How to keep your company cyber secure
September 8, 2025Does your business’ cybersecurity need some TLC? With cybercrime on the rise, it’s important to understand how you can keep your business accounts and assets well protected.Read NowThe rate-cutting playbook: Fixed income in focus
September 5, 2025The Federal Reserve looks set to cut rates this month. Here’s where we see opportunity.Read Now