Broker Check
W. Kent Althouse

W. Kent Althouse

Director of Investments | Wealth Management Advisor

Kent is California born and bred and graduated from Cal State, Northridge with a degree in real estate and finance. He started his financial planning career in 2004 with American Express Advisors (now Ameriprise) and spent four years with his prior firm before joining us in 2008. 

He serves as the firm investment specialist and helps coordinate the firm’s financial planning team. Kent has FINRA series 7, 66, 24, 53 licenses and is a registered principal for the firm. In his private practice, he helps his clients with all areas of financial planning, including access to top-rated insurance carriers; top-flight money managers; Bank Trust Companies, like BNY Mellon, Wilmington Trust, and MassMutual Trust Company; and employee benefit firms for business owners.

Kent is married to Varvara and has two daughters. He loves spending time outdoors, surfing, and hiking.

CA Insurance Lic #: 0E61482
Domicile in CA