Kevin Quesada

He is working to protecting what endures and guiding whats next.

• Explains the why before the what — builds clarity and confidence.
• Connects authentically — builds trust through presence and intuition.
• Competitive and driven — focused on growth and results with integrity.
• Skilled educator — makes complex systems like FRS approachable and actionable.
• Bilingual: Speaks both English and Spanish

• Florida Retirement System (FRS) and DROP participants
• Group retirement and pension planning
• Tax-efficient investment and succession strategies
• Serving educators, first responders, and healthcare professionals

• B.S. in Finance, Florida International University
• A.A., Miami Dade College
• Series 6, 7, 63, and 65 registrations held through LPL Financial
• Life Insurance & Variable Annuities (2-14)

• Proud first-generation Cuban-American passionate about financial education and legacy
• Father to Matthew and Jacob
• Active alumnus of Christopher Columbus High School (Class of 2005)
• Loves golf, fishing, hunting, and cheering for Miami sports

• Kevin’s ongoing partnership he builds — one defined by responsiveness, consistency, and genuine care.

• Kevin is a frequent speaker and advocate for financial education in communities across South Florida.

Kevin Quesada is more than a financial advisor — he’s a connector, educator, and advocate for those who serve our communities. With nearly two decades of experience in tax, investment, and retirement planning, Kevin has built his career around helping teachers, first responders, healthcare workers, and public-sector employees navigate complex benefit systems like the Florida Retirement System (FRS) and DROP.

Clients turn to Kevin because he makes the complicated feel clear. His strength is in explaining the why before the what — breaking down decisions in plain language so people feel empowered, not overwhelmed. Whether he’s sitting in a teacher’s lounge, walking through DROP options at a school, or guiding a family through long-term planning, Kevin creates confidence by combining technical mastery with authentic care.

What makes Kevin unique is how relational he is. He often meets people as friends before they become clients, valuing trust built through everyday connection as much as portfolio performance. He’s competitive about results — always pushing for growth, clarity, and better outcomes — yet his clients experience him as grounded, genuine, and fully invested in their success.

As a first-generation Cuban-American, Kevin understands the importance of financial education and legacy. He believes true wealth is not just built — it’s shared, taught, and passed forward. His vision is to create a family office culture that feels personal, familiar, and lasting: an environment where clients, colleagues, and community all feel like part of something bigger.

When he’s not with clients, Kevin can be found with his two boys, Matthew and Jacob — often at a baseball diamond, golf course, or Miami sporting event. He enjoys fishing, traveling, and time with family and friends, living by the same principle that guides his practice: financial confidence means having the freedom to enjoy what truly matters.

If you’re ready to feel more confident about your financial future, Kevin welcomes the chance to start that conversation. 305-746-1530 or email