Kevin Eghrari

Kevin Eghrari is our Investment Advisor and JD Candidate. Kevin officially joined our team in 2022 after passing his Series 65 exam, becoming a licensed investment advisor.

Currently in his second year at Hofstra University School of Law on Long Island, Kevin chose to pursue a Juris Doctor degree to deepen his expertise and better serve our clients’ complex needs. His commitment to both finance and law reflects his dedication to providing comprehensive estate planning and wealth management solutions.

Outside of work and studies, Kevin enjoys staying active at the gym and traveling with his wife, Charlize. The couple met at a wealth management conference and recently married in 2023. They reside in Port Jefferson and love exploring new destinations together.