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Kevin S

CFP®, ChFC®, Series 63, Series 66

Chico, CA

Allworth financial, L.P.

Kevin Spafford is a CFP® and ChFC® with 28 years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. He previously worked at Ryan Wealth Management, Inc. and OSAIC Wealth Inc. from 2016 to 2024. Outside of his advisory role, he is a member and founder of Legacy By Design, LLC, where he writes columns, speaks at agricultural industry events, and consults with family business owners on succession planning. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm provides customized portfolio management with various model strategies and uses third-party sub-advisers and technology solutions to manage client assets.

Equity compensation tax strategy Retirement income strategy Private / alternative investments ESG / Sustainable investing Annuities Airline Pilot Founder/Business Owner Values-based investing Christian Faith Based Retired
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