Broker Check
Kevin Shelton

Kevin Shelton

Financial Planner

Kevin Shelton is a CERTIFIED FINANCIAL PLANNER™ practitioner with Pettinelli Financial Partners who brings 24 years of experience as a financial consultant to the firm. Kevin takes a holistic approach to serving his clients financial needs. He strongly believes that everyone needs a plan to achieve their goals. “It’s often said that people don’t plan to fail. They often fail to plan. I’m driven to help people put together the right plan to reach their financial goals.”

A graduate of San Jose State University with a Bachelor of Science degree in Business Administration from San Jose State University, Kevin earned his CERTIFIED FINANCIAL PLANNER™ Certificate from the University of California, Berkeley, and his Master of Science in Financial Planning and CERTIFIED FINANCIAL PLANNER™ certification from the College For Financial Planning. In addition, he has FINRA Series 6, 7, and 63 licenses as well as his California Insurance license.

Kevin currently resides in Sunnyvale with his wife, Kitako, and their two cats, Mack and Harper, and serves as Treasurer of his Home Owners Association. He follows the Sharks and the Giants and enjoys playing guitar which he began learning when he was a teenager, river rafting, skiing, and golf.