Kevin Flaaen
Vice PresidentKevin is a seasoned wealth management professional with nearly a decade of experience advising high-net-worth individuals and professional athletes on comprehensive financial strategies.
With a proven track record of cultivating long-term client relationships, Kevin excels at building trust and delivering high-touch service that drives both retention and organic growth.
Beyond his professional work, Kevin is deeply engaged in philanthropy and community leadership. He currently serves as Treasurer and Board Member of the Dahmen Family Foundation, helping expand access to golf for at-risk youth, and is a Partner at Social Venture Partners, where he contributes financial and strategic expertise to strengthen nonprofit capacity. He is also a graduate of the Arizona Valley Leadership Catalyze course, a program to set up Arizona leaders for action.
Based in Scottsdale, AZ, Kevin enjoys playing golf, traveling, and spending time outdoors with his dog, Cooper.
Previous Experience
- Associate Vice President, Relationship Manager at FineMark National Bank & Trust
- Property Accountant at Wilson Property Services Inc.
Education & Credentials
- BS, Arizona State University, Finance
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
