Kevin Yee, CFP®

Experience: Financial services since 2019

Education: Bachelor’s degree in finance from San Jose State University

Kevin joined the team in September 2026 as a lead advisor in Modern Wealth’s Campbell, California office. He conducts client meetings and works with clients regarding financial planning, estate, tax and retirement planning. Kevin also has experience with monitoring lead flow, investment management, managing and leveraging work for high-net-worth clients, coordinating marketing efforts, client onboarding, and monitoring sales flow and processes.

Kevin’s wealth management career started at New York Life, where he helped clients with their life insurance needs. While it was a great experience for Kevin, his heart always lied with being a wealth advisor. He then joined an RIA called Buckingham Strategic Wealth, which eventually was rebranded as Focus Partners Wealth, working as an associate wealth advisor to help clients with retirement planning, tax planning, estate planning, insurance analysis and investment management.

Kevin then had a brief stint with Morgan Stanley in 2025 before joining a dually registered firm called Peak360 Wealth Management. There, he built on his advisory skills and looks forward to continuing that at Modern Wealth.

Kevin comes from a first-generation family and was born and raised in the Bay Area. His family lives far apart now, so he cherishes the times they do get to see each other, especially watching his nieces grow up. Kevin wanted to be in wealth management since he was a kid because he saw first-hand on how bad financial decisions can derail people’s lives. He wants to help others steer away from those pitfalls.

Kevin’s hobbies include playing and watching sports (especially basketball and supporting the Golden State Warriors), outdoor activities such as hiking and skiing, cooking, and spending time with friends and family. He also really likes to travel and experience the different foods/cultures around the world.