Kevin Laumann

Client Advocate

Kevin is a High Net Worth (HNW) Client Advocate with a proven track record in the financial and startup sectors. Prior to joining CPWM, he held the position of Administrative Supervisor at Seiler LLP, a reputable local tax firm. In this role, Kevin was responsible for overseeing the meticulous preparation and timely submission of tens of thousands of tax returns on behalf of clients, ensuring compliance with regulations, and providing clients with copies for their records.

Before his tenure at Seiler LLP, Kevin collaborated closely with entrepreneurs to support the growth of their businesses. He is currently dedicated to pursuing the necessary credentials to become an Investment Advisor Representative (IAR).

Born and raised in the South Bay Area and educated at the Leavey School of Business at Santa Clara University, Kevin and his family have deep-rooted connections within the local community. In his leisure time, he enjoys watching and playing sports, tending to his garden, spending time with his dog, and unwinding with family and friends.