Project Description

Kevin Spafford, CFP<sup>®
Kevin Spafford, CFP® Wealth Manager

463 Century Park Drive, Yuba City, CA 95991
(530) 671-2100

 Kevin Spafford has over 30 years of experience in the financial services industry. Kevin is a Certified Financial Planner® based in Yuba City, California. In the past Kevin worked as an Agency Field Consultant, Agency Manager, and Agent for 20 years with State Farm Insurance prior to becoming a Financial Advisor. For the past 10 years he has enjoyed providing individuals, families, and business owners objective advice to help them best achieve financial security. Kevin built a practice that specializes in improving the way farm families and business owners engage in succession planning. Kevin’s comprehensive approach centers around his client, putting their needs before his own, and creating a succession plan that will help clients focus on and reach clearly defined goals.

Kevin’s first book, Legacy by Design, Succession Planning for Agribusiness Owners, Marketplace Books, was published in 2006. Since then, he’s written monthly succession planning columns for Penton Media which are published in 22 different regional magazines for Farm Progress and Farm Press.
Kevin’s credentials include:

• BS, California Polytechnic State University
• Certified Financial Planner (CFP®)
• Chartered Financial Consultant (ChFC®)
• Fellow, Life Underwriter Training Council
• Member, Durham Exchange Club

On a personal note, Kevin is a native Californian and a resident of Durham. He is happily married to his wife Anne-Marie and enjoys spending time with his two kids. In his free time, he likes flying, hunting, fishing, and camping with his family.