Kevin Stapleton Pebble Beach

Kevin Stapleton concluded his impressive 35-year career in wealth management by retiring to his meticulously designed dream home in Pebble Beach, California. His career trajectory began immediately after university with IBM in Los Angeles, where he worked in sales and marketing for nearly five years. He then shifted to financial services with A.G. Edwards, where he developed a successful money-management practice. He remained with the firm through its transitions to Wachovia Securities and, ultimately, Wells Fargo. He spent the last nine years of his career at the organization's Carmel, California office before founding Stapleton Wealth Management (SWM). Here, he catered to a portfolio of high-end clients for five years before opting for retirement.

At SWM, he offered a comprehensive suite of services tailored to high and ultra-high-net-worth individuals, including investment management, financial planning, tax planning, risk management, and estate planning. He focused on growing and protecting his clients' wealth, developing strategies to meet their financial goals, and managing their investments based on risk tolerance and time horizon.

Born on August 30, 1959, in Chicago, Illinois, he grew up fostering a deep love for baseball and the Chicago Cubs. His early years took him from Phoenix, Arizona, to Sacramento and Stockton, California, where he attended high school and later San Joaquin Delta College, earning an AA degree. He further pursued his education at the University of the Pacific in Stockton, then transferred to the University of Southern California (USC), where he earned a Bachelor of Science degree with a concentration in Finance.

Now, he enjoys life with his wife Linda and their two sons in the picturesque coastal community known for its natural beauty and legendary golf courses. He fills his days managing personal finances, traveling, cooking, and playing golf. He remains a dedicated Cubs fan, frequently visiting Wrigley Field.

Kevin Scott Stapleton is deeply committed to his community, leading the IHELP program at his church and feeding the homeless every Saturday. He also coaches local youth baseball and actively participates in the Rotary Club of Carmel, tirelessly working to improve the community through various charitable and monetary efforts. His life in Pebble Beach exemplifies his dedication to both his family and his community.