K.C. started his career in finance in 2003 and was with Lincoln Financial Advisors for 16+ years before founding Provident Wealth. Through developing quality relationships with his clients, K.C. is able to provide them with coaching and guidance through their ever changing life situations. This guidance allows them to fill in the gaps and opportunities in their current situation, and also to be well prepared for whatever the future may bring. By working first to understand his clients, he is able to better analyze their current situation and the direction they wish to take. Once goals and objectives are established, creative design ideas are presented along with alternatives to help them achieve these goals.
K.C.’s approach to planning involves using a client’s existing advisors in an efficient manner based on the objectives. His experience has taught him that a well managed team of advisors from planning, legal, accounting, investment, and insurance disciplines are integral to providing the client with the best planning solutions and plan implementation.
In addition to his professional and academic pursuits, K.C. is an involved member of his local community. K.C. regularly enjoys volunteering at his local church, helping coach his kids’ sports teams, and exploring the outdoors. In his free time, he enjoys spending time with his wife Natasha and their four children, Kate, Lily, Matthew and Sadie. He earned a BA in Business Economics from the University of California, Santa Barbara. K.C. was born and raised in the San Francisco Bay Area in a small town called Danville, CA.