Kevin Shelton, Advisory Board

Vice President, Wealth Management Advisor, First Bank

Kevin is a CERTIFIED FINANCIAL PLANNER™ with over 16 years of experience in the financial services industry. He currently heads up First Bank's Wealth Management Group in Northern California and is based in San Francisco.

He began his career in financial services with Wells Fargo running their investor services and IRA department call center. He subsequently helped American Century start their discount brokerage by holding key supervisory positions in their call center and then on their trade approval desk.

Kevin works with business owners of small to medium size companies in a variety of areas that include: company retirement plans, estate planning, life insurance, business succession, and investment management. In addition, Kevin is First Bank’s trust officer for Northern California. In that capacity, he works with the banks clients to insure that their trust assets are prudently managed and distributed objectively to family members and other named beneficiaries.

Kevin graduated from San Jose State University with a Bachelors degree in Business Administration. He was born and raised in the bay area and currently resides in Oakland’s Jack London Square. He enjoys skiing, SCUBA diving, whitewater rafting, and playing electric guitar.