Kevin O'Regan, CFP®, CIMA®
Senior Wealth Advisor

Industry Experience Start Date: 2007

KAR Start Date: 2019

Education: B.A. Economics, Trinity College
Alumnus of The Roxbury Latin School

Credentials: Certified Investment Management Analyst®, Certified Financial Planner (CFP), CFA Level III Candidate, Series 6, 7, 63, 66, 79 licenses.

Kevin has been featured in multiple publications including The Wall Street Journal and Kevin is ranked on the Forbes Next Gen Best in State – Massachusetts (2023).

Prior to Joining KAR:
Kevin was a Vice President with Blackstone, based in Boston.

What Do You Enjoy Most About Your Job?
The most rewarding aspect of my job is developing close and trusting relationships with my clients. Financial peace of mind is something that everyone strives for and I feel very fortunate for the opportunity to help my clients achieve that.

What Do You Enjoy Most About Working at KAR?
What I enjoy most about working at KAR are the people that I get to interact with on a daily basis. Being a smaller firm, there is a great deal of collaboration among peers and I am grateful to be able to work with such smart, thoughtful and driven individuals.

When Not in the Office:
I live in the Boston area with my wife and three sons. We also have a rescue dog named Penny. I enjoy spending time with family, playing hockey, cycling and staying active.