Kevin J. Bates

ChFC, CLU

Partner
Back to Team
Share on FacebookTweet about this on TwitterShare on LinkedInEmail this to someonePrint this page

Kevin Bates is a Financial Consultant and partner with Cambridge Wealth Strategies.

In this role, he works with professionals business owners and high net-worth individuals, advising them on strategies for asset accumulation and wealth preservation.

Kevin has over 30 years of experience in the financial services industry and is also highly knowledgeable about insurance. His wide-ranging areas of expertise include designing strategies for asset management platforms, business succession, retirement planning and estate planning strategies. With the many complicated issues surrounding retirement and the current uncertainty about Social Security, Kevin feels it is more important than ever before to have a good retirement plan in place. He uses financial mapping as a tool to help motivate his clients and show them the road to achieving their objectives.

Energetic and enthusiastic, Kevin considers himself to be an ongoing student of the business. He believes that his clients are well served by the Cambridge philosophy of building relationships and thinking long term. “The relationships here are consultative, not transactional,” he notes.

An active member of the professional community, Kevin is affiliated with many local organizations including The Greater Detroit Association of Life Underwriters and the Society of Finance Service Professionals. He also served previously as a registered financial advisor for the National Football League Players Association.

Away from Cambridge, Kevin enjoys coaching softball, skiing, playing golf and traveling. Kevin and his wife have three children, and currently reside in Clarkston, MI.

Credentials, Designations and Memberships

  • Western Michigan University, BS in Finance
  • American College in Bryn Mawr, Pennsylvania
    –  Chartered Financial Consultant (ChFC)
    –  Chartered Life Underwriter (CLU)
  • Member, Society of Financial Service Professionals
  • Member, Greater Detroit Association of Life Underwriters
  • Member, The Small Business Forum
  • Advisory Board, Everest Academy
  • Five-Star Wealth Manager AwardSM, Multi-Year Winner, dBusiness and HOUR Magazine

Kevin Bates_Emblem-WM2016-02