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J. Kevin Best, CFP®, AEP®, MS Thumbnail

J. Kevin Best, CFP®, AEP®, MS

Personal CFOs

J. Kevin Best, CFP®, AEP®, MS


Kevin’s purpose is to bring value to his family, business and community. This value is harnessed through the serving leader model that he follows. He works with a select group of families to provide them the extraordinary benefits of a personal CFO and a virtual family office. He offers thought leadership through our own research or the research of our partners. He works with clients through the trademarked Custom Wealth Architect process. He looks at how their legal, tax, business, investment, cash flow and family situation relates to their overall purpose.

Kevin was granted the ACCREDITED ESTATE PLANNER® accreditation in 2016 by the National Association of Estate Planning Councils. This accreditation requires at least two graduate-level classes in estate planning or practicing in estate planning for at least 15 years.  He earned his CERTIFIED FINANCIAL PLANNER™ professional credential in 2008. This is the highest certification possible in financial planning.

Kevin belongs to CEG Worldwide a national coaching program for Personal Chief Financial Officers. Kevin belonged to Strategic Coach, an entrepreneurial coaching program for successful business owners who strive for a balance between family and business

Within the community, Kevin has served as the President of Rochester's Estate Planning Council. He is currently a Board Member for Schottland YMCA and Heritage Christian Services Foundation. He is a past board member of Mental Health Association of Rochester, Seneca Park Zoo Society, Continuing Development Services (CDS) and RIT’s Nathaniel Rochester Society.

Kevin has a bachelor of arts degree through the University at Buffalo and a master of science degree from the University of Rochester. He has a FINRA Series 7 securities registration, as well as all requisite state and insurance licenses needed to implement the financial plans.

Kevin lives in Pittsford, NY with his wife, Tami, and their daughters, Alexandrea, Isabella and Brianna.

Check the background of this firm/advisor on FINRA’s BrokerCheck.