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Kevin Batstone, CFP®

Kevin Batstone, CFP®

Managing Partner

 

Kevin Batstone, CFP®, is a Managing Partner at BayBridge Capital Group. He is responsible for co-managing the firm, directly managing the private wealth side of the business, and serving over 50 families with holistic financial planning services.

Kevin’s career in financial services may be seven years young, but his journey to get to where he is today has equipped him well. Before earning his Bachelor’s in Economics and Women’s Studies from Cal State San Marcos, before becoming a CERTIFIED FINANCIAL PLANNER™ Professional, and before obtaining his Series 7, 31, and 66 securities licenses, as well as his Life, Health & Variable Contracts Insurance Licenses - Kevin earned his very first paycheck working at Cold Stone Creamery.

He has come a long way since mixing desserts on a stone slab, and much to his client’s dismay, is no longer singing for tip money. Today, Kevin is a passionate fiduciary who goes to great lengths to help his clients reach their financial goals. He lives and breathes the Golden Rule, volunteers as a Big Brother with Big Brother Big Sisters of the Bay Area, refuses to accept the status-quo, cites Warren Buffett as his personal hero, and can’t stop talking about the difference BayBridge Capital Group is making in the lives of his clients.

When he’s not busy designing custom financial plans and disrupting the planning industry, Kevin enjoys riding his motorcycle, attending spin class, traveling, and enjoying his new role as “Dad.”

 

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