Helping Clients in Northern California
Kevin Rucker joins Alliant Retirement and Investment Services after six years at CUSO Financial Services, LP and SF Fire Credit Union. There, he worked under his now partner, Stephen Seewer, to develop relationships with clients, and establish strategies to match their goals and risk tolerance with their investment options.
His professional interests involve changing individual's and families' lives through proper personal financial consultation. He takes a particular interest in the wide-ranging financial technology available to help pursue this goal. Kevin understands the various aspects of socially-responsible investing and works to align clients’ values with their investments.
Kevin is a native of San Francisco. He enjoys bike rides through the hills of the Bay Area and traveling to new destinations throughout California and beyond. Kevin has a passion for sharing his knowledge and skills in baseball with the younger generation through instructional coaching.
Education
University of California, Santa Barbara, Goleta, California
B.A. Environmental Studies; B.A. Art History: emphasis in Architecture and Environment
Registrations and Licenses
FINRA registered (Series 7 & 66, held with LPL Financial)
CA Health & Life licensed
CA Insurance Lic # 0L76223