Kevin Stapleton Pebble Beach, after a notable 35-year career in wealth management, chose to retire in his dream home in Pebble Beach, California. His professional journey commenced immediately after university when he joined IBM in sales and marketing. Stationed in Los Angeles, he dedicated nearly five years to IBM before transitioning to the financial sector with A.G. Edwards in Los Angeles. At A.G. Edwards, Stapleton cultivated a prosperous money-management practice over 21 years until its acquisition by Wachovia Securities and subsequent merger into Wells Fargo. He spent nine years at Wells Fargo's office in Carmel, California, before establishing Stapleton Wealth Management (SWM). Over five years, he served a clientele of high-end investors before deciding to retire to enjoy life in scenic Pebble Beach. Kevin's expertise at Stapleton Wealth Management encompassed a full spectrum of tailored services for high and ultra-net-worth individuals. His offerings included investment management, comprehensive financial planning, and specialized tax, risk, insurance, trust, estate, and legacy planning strategies. Kevin's insight enabled him to safeguard and enhance his client's wealth effectively, aligning investment strategies with their specific financial goals and risk tolerances. He also crafted detailed financial plans for retirement, college savings, and other significant life events, utilizing tax-efficient strategies to mitigate the impact of taxes and ensuring his clients had robust protection through various insurance policies. His strategic prowess also extended to guiding clients in wealth transfer and maximizing their philanthropic efforts. Born on August 30, 1959, in Chicago, Illinois, Kevin's passion for baseball and the Chicago Cubs began early in his childhood. He moved across several states during his youth, eventually settling in Stockton, California, for high school and community college at San Joaquin Delta College, where he earned an AA degree. His academic path led him to the University of the Pacific in Stockton and later to the University of Southern California (USC), where he graduated with a Bachelor of Science in Finance. For Kevin, retirement means enjoying life in Pebble Beach with his wife, Linda, and their two sons, Grayson and Christian. The family relishes their coastal community's natural beauty and iconic golf courses. Pebble Beach, a locale famed for its picturesque landscapes and the historic AT&T Pebble Beach Pro-Am, offers the perfect backdrop for Kevin's interests in managing personal investments, traveling, cooking, and golf. He remains an avid baseball fan, visiting Wrigley Field annually to cheer on the Cubs and celebrate their historic wins and traditions. Kevin's dedication extends beyond personal interests to profound community involvement. He actively leads the IHELP program at his church, helping prepare meals for men transitioning back into the workforce. He volunteers to feed people experiencing homelessness at a local park every Saturday and coaches youth baseball. A Rotary Club of Carmel member, Kevin contributes his time and resources toward improving his community through various charitable endeavors.