Kevin R Lonergan

Kevin R. Lonergan is a seasoned LPL Financial Planner, Owner, and LPL Registered Principal with 37 years of experience in the financial services industry in the San Francisco Bay Area.

Kevin’s work involves serving a diverse client base, including individuals and small businesses. His primary responsibilities include understanding client needs, developing tailored financial plans, providing ongoing advice and management, and staying up to date with industry trends. In addition to these responsibilities, Kevin is committed to educating clients and managing financial risk to help them navigate complex financial landscapes with confidence.

Throughout his career, Kevin has held various leadership roles, including Associate Manager, Managing Director, District Manager, Regional Vice President, and Senior Vice President, culminating in founding his own practice in 2020.

As a leader within his firm, Kevin supports other financial advisors in building healthy practices. He assists in overcoming significant roadblocks such as capacity, inefficiency, differentiation, procrastination, dependency, and commercial value. This support is provided through comprehensive guidance in operations, administration, technology, sales and marketing, new business development, and compliance.

Kevin’s academic background includes a Bachelor of Science degree in Business Management from Cal Poly – San Luis Obispo.

Outside of his professional life, Kevin enjoys traveling, hiking, and playing golf. He shares his life with his wife, Jill, and is a proud father to four children: Ryan, Kelly, Mike, and Kate. Having grown up on the picturesque Mendocino Coast, Kevin continues to cherish the area and community that shaped his early years.