Kevin Lao, CFP®, RICP®'s Linkedin Analytics

Hello! I love the financial planning business but I am first and foremost a family man. My amazing wife, Jessica, and I are blessed with three active Lao boys ages 4, and 3 year old twins. During my first 12 years in the financial services industry split between two fortune 500 companies, I developed an obsession for helping people plan for retirement. It sounds simple, but many people don't have the systems and processes in place to achieve financial independence. Life gets busy, and all of a sudden you are 10 years away from 60 and unsure if you’re on track. Outside of technical financial planning, I realized people want personalized service as they get closer to quitting their day job. But personalization is near impossible working for a larger corporate bureaucracy. As a result, I launched Imagine Financial Security in 2020 as a Flat Fee Financial Planner/Fiduciary, and have the ability to work with clients locally in Jacksonville, FL as well as across the United States virtually. I am originally from the suburbs of DC, but have lived in the Jacksonville, FL area since 2015. When I am not running my business or spending time with my wife and kids, I enjoy "dad-golf," fishing, cooking, reading, researching, writing, teaching and being in the outdoors. Go Gamecocks! DC Sports! DUUUVAL!