Leadership
Kevin McNab
Kevin McNab is founder and president of McNab Financial LLC – an independent fee-only comprehensive financial planning, asset management, and wealth management firm built on integrity, transparency, and service. McNab Financial was founded in order to provide clients with the highest degree of service and uncompromising expertise.
Kevin McNab has more than 15 years of experience as a wealth management advisor at nationally recognized firms with a majority of that time spent with TIAA-CREF where he specialized in working with clients in the academic, medical, and cultural fields.
Kevin has received a B.B.A in Finance from Western Michigan University and will soon complete an M.S. in Finance from the University of Colorado at Denver. Kevin has demonstrated his commitment to his profession by earning the financial industry’s top credentials: Certified Financial Planner™ (CFP®) and Chartered Financial Consultant (ChFC®) accreditations.
Kevin McNab currently provides sophisticated solutions to an intimate group of clients by aggregating all assets to form a complete financial picture. Kevin truly acts as his client’s personal CFO.
McNab Financial is surrounded by a team of professionals we look upon for expertise and count on to provide top tier service to our clients.
Why was McNab Financial founded?
Kevin McNab realized many families were receiving advice from the wrong places. Clients worked with commissioned based advisors who were more worried about selling a product than providing objective financial planning or they were receiving shallow guidance from their retirement plan provider. McNab Financial LLC was founded to provide objective, comprehensive financial planning by aggregating all aspects of a client's investments and financial picture.