Kevin Stapleton Pebble Beach

Kevin Stapleton of Pebble Beach retired to the picturesque California coast after a rewarding 35-year career in wealth management. His career in sales and marketing at IBM began immediately after graduating from university. He spent five years with IBM in Los Angeles before transitioning to financial services with A.G. Edwards, where he established a prosperous money-management practice. He remained with A.G. Edwards for 21 years through its acquisitions by Wachovia Securities and later Wells Fargo. He served nine years at Wells Fargo's Carmel, California office before founding Stapleton Wealth Management (SWM). He provided bespoke financial services to an exclusive clientele for five years before retiring to his dream home in Pebble Beach. At SWM, he catered to high and ultra-high-net-worth individuals, offering services such as investment management, financial planning, tax planning, and estate planning. He was instrumental in enhancing and safeguarding his clients' wealth, adapting strategies to meet their financial goals, and ensuring their assets were managed according to their risk tolerance. Born on August 30, 1959, in Chicago, Illinois, his passion for the Chicago Cubs began in his youth. He lived in Phoenix, Sacramento, and Stockton, California, attending high school in Stockton and earning an AA from San Joaquin Delta College. He furthered his education at the University of the Pacific and then the University of Southern California, where he received a BS in Finance. Now, he of Pebble Beach enjoys retirement with his wife and two sons in the coastal community renowned for its natural beauty and historic golf courses. Pebble Beach is famous for hosting the Pebble Beach Pro-Am golf tournament. His hobbies include personal finance management, traveling, cooking, and golfing on Pebble Beach's renowned courses. A devoted baseball fan, he regularly visits Wrigley Field to watch the Cubs. He also supports other Chicago teams, including the Bears, Bulls, and Blackhawks. He is deeply engaged in community service, running a church program that assists men transitioning back to regular employment and volunteering to feed the homeless. He also coaches local youth baseball and is an active member of the Rotary Club of Carmel, contributing to various community improvement initiatives. Kevin Scott Stapleton of Pebble Beach remains dedicated to his community, reflecting his commitment through continuous service and enjoying the tranquil beauty of his Pebble Beach residence.