Kevin Mann

SVP, Senior Wealth Advisor at Compound Planning

Kevin Mann is a seasoned financial professional with extensive experience in wealth management, financial advising, and insurance. Currently serving as Senior Vice President and Senior Wealth Advisor at Compound since March 2024, Kevin blends personalized service with a digital platform to enhance client experiences. Prior to this, Kevin excelled at Empower as a Senior Financial Advisor for high-net-worth clients, demonstrating top-tier performance in client retention and asset growth. Kevin's career spans roles at Personal Capital, Empower Retirement, and various insurance firms, including positions as a Commercial Lines Account Manager and financial consultant at Charles Schwab and A. G. Edwards & Sons. Kevin holds a Bachelor of Arts in Psychology from the University of Rochester.

Links


Org chart

Sign up to view 0 direct reports

Get started