CA License number 0C10767
Achieving your goals depends on making smart financial decisions. But how do you know you’re in the right place?
AIS is committed to staying true to our ideals and being the advisor we would recommend to our family and friends. Our planning models continue to evolve to stay ahead of the ever changing financial landscape. We spend significant resources to contract with the top independent research facilities to make certain we receive unbiased advice for our clients. We can act as your fiduciary with discretionary trading authority or we can provide you with the tools and resources necessary to be your own fiduciary.
- Portfolio Management
- Retirement Planning
- IRA, SEP, Roth, 529 Plans and more
- Subscription Service (“do-it-yourself” investors)
Take Control of Your Finances
Learn more about our customized portfolio management programs
Learn more about our new, revolutionary subscription service for "do-it-yourself" investors
Kevin Auerbach, ChFC®, CLU®
Your Financial Advisor
Kevin Auerbach is a Charted Financial Consultant and Chartered Life Underwriter with 25-years of experience in the financial services industry. Kevin is an experienced estate planner who works closely with business owners, high net-worth families, pensions and non-profit organizations. Kevin is a graduate of the Fox School of Business at Temple University where he studied Risk Management and Insurance and Law. Kevin began his career in as a Special Risks Underwriter for CNA Insurance Company in Chicago and Philadelphia. Kevin spent 3 years as an Estate Planner with Sagemark Consulting and then became a General Securities Principal and owner of an LPL Financial Services branch office. Kevin owned his own RIA for 10 years and became an Adjunct Instructor for the American College of Financial Services in 2015 where he has taught Investments for CFP candidates.
Kevin has a passion for fostering and adopting senior dogs and is married with 3 children and 2 dogs.