Broker Check
Kevin McGregor, MBA, CRTP

Kevin McGregor, MBA, CRTP

Tax & Financial Advisor

Kevin McGregor joined Avantax (formerly HD Vest) after five years as a California Registered Tax Preparer. In that time, he repeatedly offered advice in alignment with the client’s circumstances only to discover that the client’s financial advisor sold them some investment product that was contradictory to their tax situation.

Now, as an Avantax advisor, Kevin develops relationships with his clients to support them in meeting their ongoing financial goals.

Developing a relationship with Kevin McGregor, Wealth Management Specialist, means working with Kevin McGregor – not the latest investment specialist in the local branch of some institution.

By examining the whole picture and working with clients to develop a plan and budget, Kevin helps people meet and exceed their financial goals.

Already a California Registered Tax Preparer, Kevin joined Avantax and received his investment license in 1994. He has since obtained his advisory, insurance and alternative products licenses as well as become a chapter director within Avantax.

Because Avantax is a Financial Planning firm without any proprietary products, Kevin has been able to build his practice by getting to know his clients and learning about their goals. He then determines what is needed to financially meet that goal and what product best meets that need. Following this model, Kevin has developed a successful practice based on strong understanding relationships with his clients – some even multi-generational.