Kevin Stapleton Pebble Beach Male • United States of America

Kevin Stapleton Pebble Beach celebrated the culmination of a distinguished 35-year career in wealth management by retiring to his beautifully designed dream home in Pebble Beach, California. His professional journey began with IBM in Los Angeles immediately after graduating from university, where he spent nearly five years in sales and marketing. He then transitioned to financial services at A.G. Edwards, developing a successful money-management practice, and continued his career through the company's transitions to Wachovia Securities and later Wells Fargo. He spent nine years at Wells Fargo's Carmel office before founding Stapleton Wealth Management (SWM). He managed SWM for five years, providing tailored services to high-net-worth clients before deciding to retire and enjoy the serene life he built in Pebble Beach.

At SWM, he offered a broad range of customized services to affluent individuals, focusing on investment management, financial planning, tax strategies, and estate planning. His expertise in managing investments according to clients' risk tolerance and time horizon helped them achieve their financial goals while minimizing risks.

Born on August 30, 1959, in Chicago, Illinois, his childhood included periods living in Phoenix, Arizona, and various cities in Northern California. His love for the Chicago Cubs began early and has remained a lifelong passion. After high school in Stockton and earning an AA at San Joaquin Delta College, he pursued further education at the University of the Pacific and later at the University of Southern California, earning a BS in Finance.

He now enjoys his retirement with his wife Linda and their two sons in the scenic enclave of Pebble Beach, renowned for its natural beauty and legendary golf courses. He actively manages his finances, travels, cooks, and plays golf. An avid Cubs fan, he regularly attends games at Wrigley Field.

Kevin Scott Stapleton's commitment to his community is evident through his leadership in the IHELP program at his church and his regular volunteering to feed the homeless. He also coaches local youth baseball and is an active member of the Rotary Club of Carmel, where he and his peers are dedicated to enhancing their community through various charitable endeavors. His deep connection to his roots and commitment to Pebble Beach are reflected in every aspect of his life.