Broker Check
Kevin Kustelski

Kevin Kustelski

Financial Advisor

Kevin Kustelski is a financial planner that delivers ongoing, holistic, customized financial plans to his clients. His goal in working with clients is to build deep relationships by understanding their families, goals, and worries. Through ongoing planning, he helps his clients create sound financial and retirement plans aligned with individual goals and risk profiles. This includes saving and investing for retirement, creating and executing on budget plans, mitigating risk, and building generation wealth. Kevin specializes in working with high income earners in their accumulation years and high net worth households leading up to and into retirement.

Kevin spent the early part of his career following his first passion – health and fitness. His entrepreneurial spirit lead him into a successful 11 year stint as a local gym owner in Little Silver, NJ where he focused on individualized training programs for his affluent clientele. Through this business ownership, networking, and learning how his clients viewed finances, he saw opportunity in being able to provide his coaching in a different industry.

Kevin now applies his 16 years of coaching experience into helping clients create and execute on their financial goals.

Licenses:

  • Life
  • Health
  • Series 7
  • Series 66

Awards:

  • Rookie of the year, 2022*
  • MassMutual Rising Leaders, 2022 and 2023**
  • MassMutual Leaders Conference Qualifier, 2023**

Philanthropy:

  • Spring Branch/Bulverde Chamber of Commerce 

Personal:

When not working, Kevin loves to spend time with his growing family – Wife Gina, 2-year-old son Saxon, dogs Allie & Austin, and soon to be born baby girl Aila.

He is still very much into fitness and works out 5-6 days per week. He also loves golf and adventuring the roads and trails on 2 wheels.

* Recognized in 2022 by MassMutual Tri-State, a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), based on prior calendar year sales. Recipients are insurance representatives of MassMutual contracted with MassMutual Tri-State.
** Recognized by Massachusetts Mutual Life Insurance Company (MassMutual) based on prior calendar year sales. Recipients are agents of MassMutual.