Our team
Professional, courteous, and independent on your behalf.
We realize that in addition to our financial management experience, independent advice and investment resources, the long-term client relationships that we are looking for are achieved through personalized service, an understanding of your goals, and responsiveness to your needs.
Listed below are the professional profiles for our advisory team and staff. We look forward to meeting you so that you can also get to know us personally.
-
Craig A. Hoff, ChFC, CLU
President/CEO
Craig A. Hoff is President/CEO of Advanced Wealth Planning. Craig holds a Bachelor of Arts degree from Georgia State University and the Chartered Financial Consultant (ChFC) and Certified Life Underwriter (CLU) designations from the American College in Bryn Mawr, Pennsylvania. Craig holds FINRA Series licenses 6, 7, 8, 22, 24, 63, and 65 as well as his Life and Health Insurance license. Craig began in the financial planning business in May 1988 and has set up advisory operations for CPA firms in Wisconsin and Georgia. Prior to creating AWP Craig was the Managing Principal for Sagemark Consulting in La Jolla, California, and previously was an OSJ and principal with Raymond James Financial and Linsco Private Ledger. Craig's practice centers around completing comprehensive financial plans and helping his clients choose the best path in implementing the recommendations. CA Insurance Lic. #0F08722
-
Kevin A. Sevier
Managing Partner
Kevin A. Sevier is a Managing Partner of Advanced Wealth Planning. Kevin attended the University of California Santa Barbara prior to graduating from California State University San Marcos with a Bachelor of Arts degree. Kevin holds FINRA Series licenses 6, 7, 63, and 65 as well as his Life and Health Insurance license. Kevin has been working in the independent financial services industry since 2003. Prior to joining Advanced Wealth Planning, he was a Private Wealth Advisor for Sagemark Consulting in La Jolla, California, where his production was nationally recognized as one of the top new advisors in the firm. Kevin specializes in high end estate planning, business planning, and family wealth planning. His focus is working with clients in the life science industry in Southern California. He is a current member of the Financial Planning Association and is enrolled in the CFP program. CA Insurance Lic. #0E25695
