Kevin Mounkes, CFP®
Managing Director
Kevin Mounkes has been an integral part of the financial industry since 1990, starting his career in banking before venturing into investment management in 1996. Born and raised in Sacramento, CA, Kevin’s childhood dreams of becoming an Olympic skier shaped his early aspirations.
In his role as Managing Director at TSG Wealth Management, Kevin thrives on the industry’s potential for creativity and critical thinking. He enjoys the autonomy to chart his own course and values the supportive culture that TSG offers.
Driven by a relentless pursuit of growth and accomplishment, Kevin finds motivation in pushing boundaries and exceeding expectations. He believes success is about continual improvement and achievement, both professionally and personally.
At TSG, Kevin appreciates the culture of mentorship and support, empowering him to expand the business while creating lasting memories with his family.
A graduate of Sacramento State University with a BS in Finance, Kevin is a CERTIFIED FINANCIAL PLANNER™ professional, showcasing his dedication to professional excellence and client-centric service.
Outside of finance, Kevin enjoys an array of hobbies, including running, home renovations, skiing, golfing, boating, and traveling, with the British Virgin Islands being his favorite destination.
CA Insurance License #0D96827. Resident State: CA.
You may not know this about Kevin Mounkes…