Kevin Groves, an investment advisor at Oregon Pacific Wealth Management in Florence, has earned his certified financial planner (CFP) designation. After years of hard work and study, this is a big achievement.
A CFP designation indicates that he has met the certification standards required by CFP Board, including completing the initial and ongoing education, experience, and ethics requirements. The achievement will allow him to better meet the needs of his clients, he says.
Kevin works at Oregon Pacific Bank’s Florence Financial Center. In addition to serving clients in Florence, he travels weekly to meet with clients in Coos Bay.
Groves says he enjoys helping people determine their goals and working with them to create a plan that will get them there. With a background in annuities, life insurance and long-term care insurance, Kevin says he can offer clients a more “holistic approach” when it comes to investing. He says it’s important to develop and maintain a relationship with clients to be able to best serve their changing needs. The best part of his job is getting to know people, Kevin says. “I really like meeting new people and helping them accomplish their goals. To me, that’s the fun part, getting out of the office and forming new relationships.”
Kevin began working at Oregon Pacific Bank eight years ago and moved to the Wealth Management team five years ago. Oregon Pacific Wealth Management LLC is a registered investment adviser.