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Kevin T
Series 63, Series 66
San Luis Obispo, CA
Teixeira Wealth Management LLC
Kevin Teixeira is the principal of Teixeira Wealth Management LLC in San Luis Obispo, CA, with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has owned multiple related businesses since 2009, including real estate investment and insurance services. Teixeira’s outside activities include operating real estate brokerage and insurance firms. Teixeira Wealth Management LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs both fundamental and technical analysis combined with proprietary research to manage a range of strategies, including Select Equity Portfolios, ETF-based allocations, fixed income, and 529 college savings plan advisory services.
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