About My Principles & Philosophy

Kevin Nast is vested in your success – 100%

With over 17 years of experience, Kevin Nast is a Financial Planner with an independent broker/dealer – Transamerica Financial Advisors, Inc.

Kevin’s focus is on creating, growing and managing client wealth utilizing a comprehensive portfolio of products and services. He is known among his clients and peers for outstanding customer service, integrity, transparent communication and extraordinary work ethic.

As a trusted Financial Advisor Kevin provides Personal Concierge Services to all his clients and a firm handshake is his commitment to deliver superior customer service and optimize results in a cost effective manner that are aligned with the client’s personal needs and goals.

His commitment is to a philosophy; not a product. He strives for broad global diversification with a solid allocation structure. He also deploys a disciplined approach to portfolio rebalancing. Kevin’s belief is an educated client creates a long lasting partnership. Some say trust but verify; He says verify then trust.

The Kevin Nast Promise

I pledge to represent each client with integrity and superior customer service in the most cost effective manner to help clients achieve their investment goals. At the same time, I will positively impact the communities that I serve.

My Profile Map - click map below to enlarge!

Personal Concierge Services

• Client Introduction Meeting to qualify needs and goals.
• Checkpoint Discussions scheduled according to your needs - frequency, location, in-person, phone, Skype/iChat ...
• Personal Money Map
  created for you according to format desired to help you understand your investment portfolio in one look.