Kevin Oros is an Investment Advisor Representative with Lincoln Financial Advisors since 2009. He began his career with Lincoln Financial Advisors Corp. in 2008 as an intern in our Lincoln Irvine office working with Lincoln’s extensive network of financial professionals creating and implementing financial plans and solutions. In this role he provided support to over 15 Financial Planners that comprise Lincoln’s California Fringe Benefit division in the Southern California region focusing on institutional and individual retirement planning.
Kevin earned a B.A. in Business Administration with a concentration in Finance from California State University Fullerton.
Kevin advises clients by utilizing his knowledge of tax mitigation financial strategies, securities, and insurance. He helps clients by assessing their assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies tailored to their needs. He recommends strategies clients can use to pursue their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning. Not only is he dedicated to helping our clients’ financial futures, but he also enjoys mentoring younger advisors as they embark on their new careers.
Kevin is a lifelong resident of Southern California. He currently lives in Costa Mesa with his fiancé- Lauren and their goldendoodle- Mila. When not working, he enjoys being outdoors with family and friends. His passions are travelling, hiking, running, cooking, and all things soccer related.