Keven B. Milgram, CFP

Keven Milgram describes financial planning as a combination of art and science, an apt analogy for a visual arts major who took an economics class in college and made the decision to change his career path. After graduating from Florida International University with a Bachelor of Business Administration in Finance, Keven completed his Series 7, Series 65, and Series 63 licenses*, along with his Life, Health, and Variable Annuities license, and became a Certified Financial Planner (CFP®).

Today, as Director of Financial Planning, Keven manages the firm’s financial planning department and serves as the point person with clients to create and implement the recommendations generated through the planning process.

Helping clients understand how to best use their money to pursue their goals by explaining complex financial matters in layman’s terms is one of his best talents. Keven believes that prioritization and intentional action create the greatest efficiencies and a powerful compounding effect over time, and he applies that same intentionality to the emotional side of money. “It’s not always about the numbers,” he says. “The ability to incorporate the client’s mindset and strategically tailor the process to match their goal is one of the keys to financial planning success.”

Though Keven’s family origins are from Caracas, Venezuela, he was raised in South Florida. He lives with his wife, Allison, and son, Asher, in Hollywood, Florida, and enjoys cooking, reading, martial arts, and drawing.

*Series 7 and 63 securities registrations held through LPL Financial. Series 65 registration held through Global Retirement Partners, LLC.