KEVIN OSTERGAARD, CFP®, ChFC®
Associate Financial Advisor
Kevin is an Associate Financial Advisor. As part of a versatile advisory team of investment and financial planning professionals, Kevin works closely with Senior Advisors to develop comprehensive financial plans, carry out client service plans, and strengthen relationships with his clients, enabling them to reach financial freedom and live fulfilling lives.
Kevin is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Consultant. ® He has over 5 years of financial services experience, joining WGCA after working for one of the leading independent investment advisors in the United States.
Kevin graduated from the University of Maryland with a degree in Economics and holds an Executive Certificate in Financial Planning from Georgetown University.