Landmark Capital Management

Landmark Capital Management

  • 986 W Alluvial Ave Ste 101
  • Fresno, California
  • 93711
  • Phone: (866) 599-2599
  • Fax: (559) 299-6256
  • Website

Description

A true enthusiast for the capital markets, through an affiliated company Diamond Capital Management, Kevin brings several years of experience managing the assets of families, corporations, and non-profit entities. He began his career in 2001 at US Bancorp Piper Jaffray, and over the years his focus has been working with retirement plans for corporations, as well as personal financial planning for the individual client. Kevin honed his love of teamwork while playing professional baseball with the Montreal Expos for three years after college. An alumnus of California State University, Fresno with a degree in Corporate Finance, Kevin is also a CFP® Professional.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

Fact sheet

Company founded
2005

Products & services

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