Kevin Lao (CFP®)

Kevin Lao focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Charitable Giving
  • Estate & Generational Planning Issues
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • High Net Worth Client Needs

Planning Specialties

Kevin was born and raised in Northern Virginia. His father immigrated from Burma (Myanmar) at the age of 20 thanks to his Grandfather sending he and his brothers to school abroad. Kevin’s mother has roots from Austria with ties from an old royal family. While attending college, Kevin knew he wanted to pursue a career where he could make an impact on others. Kevin spent the next 12 years working for two different Fortune 500 Financial Services companies and loved the ability to truly help people and make a difference in their lives. He knew, however, the conflicts of interests inherent with large Broker Dealers was affecting his ability to act as a true Fiduciary and making a bigger impact in his client’s lives.

As a result, he founded Imagine Financial Security to eliminate those conflicts of interests and work as a fee only Financial Planner and Investment Advisor. He loves to work with individuals and families that are approaching Retirement age, or who are already retired, to help inspire new meaning around their Financial Goals. He also has a big passion for financial literacy for young families, as he has a young family of his own.

Additional Information

He is married to Jessica, and they have three boys together; Tristan, Julian and Jackson. They have three rescue dogs; Achilles, Nelly and Guinness. When Kevin has spare time, he loves to spend it with family on adventures locally and abroad, enjoys golfing, fishing, cooking, and watching sports. He also is passionate about helping youth at risk, which is why he joined Big Brothers and Big Sisters as a Big Brother, and is a member of the Big Brothers and Big Sisters of Northeast Florida Big Impact Society.

NAPFA Start Date

February 25, 2021

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This Office

419 Latrobe Ave Saint Augustine, FL 32095-8618 Phone: (904) 323-2069