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
5 things working in markets today
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Middle East tensions challenge renewed investor confidence
June 13, 2025Markets brace for impact, but positive economic signs suggest recovery could continue.Read Now5 things working in markets today
June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read NowPaying with debt: How to leverage your investments
June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read NowThinking about buying another home? Here’s what to consider
June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read NowHow to pass down the family vacation home
June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read NowIs deal activity on the rise? 3 signs we see now
June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read NowYour guide to buying a home
June 20, 2025Whether you’re a novice or you’re experienced in the home-buying market, discover some things to think about as you move forward in the process.Read NowWhen is a custodial account a good choice?
June 18, 2025What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read NowWhen it comes to luxury travel, experience is king
June 16, 2025According to a recent survey by Chase Travel, interest in bespoke experiences and celebrating special occasions are motivating and shaping luxury travel.Read NowMiddle East tensions challenge renewed investor confidence
June 13, 2025Markets brace for impact, but positive economic signs suggest recovery could continue.Read Now