Cfp® Kevin Teague

Kevin Teague, CFP®, has extensive work experience in the financial services industry. Kevin began their career at Fidelity Investments in 2011 as a Financial Representative. Kevin then assumed the role of Investment Consultant in 2013, before transitioning to the position of Financial Consultant in 2015. Kevin joined Wealthfront Inc. in 2017 as a Senior Product Specialist and later progressed to the role of Manager, Product Services in 2019. Currently, they hold the position of Sr. Manager, Product Services at Wealthfront Inc.

Kevin Teague, CFP®, received their Bachelor of Arts (B.A.) in Economics from Denison University in the years 2007 to 2011. In 2012 to 2014, they pursued further education in Financial Planning and Services at Georgetown University. Kevin has also obtained certifications to enhance their professional qualifications. In January 2012, they acquired the Series 7 certification from FINRA, followed by the Series 66 certification in March of the same year. In April 2015, they became a Certified Financial Planner (CFP) through the CFP Board. Most recently, in November 2021, Kevin achieved the Series 24 certification from FINRA.