Keven Milgram describes financial planning as a combination of art and science, an apt analogy for a visual arts major who took an economics class in college and made the decision to change his career path. After graduating from Florida International University with a Bachelor of Business Administration and Finance, Keven completed his Series 7, Series 65, Series 63, and Life, Health, and Variable Annuities License and became a Certified Financial Planner® (CFP®).
As Director of Financial Planning, Keven manages the firm’s financial planning department and is the point person with clients to create and implement the recommendations generated through the planning process.
Helping clients understand how to best use their money to pursue their goals by explaining complex financial matters in layman’s terms is one of his best talents. Keven believes that prioritization and intentional action create the greatest efficiencies and create a powerful compounding effect over time. But he also understands the importance of incorporating the emotional side of money when helping clients make financial decisions.
“It’s not always about the numbers. The ability to incorporate the client’s mindset and strategically tailoring the process to match their goal is one of the keys to financial planning success.”
