Kevin Bates ChFC, CLU
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.
CCG Team Member Since: 30+ years
Credentials, Designations and Memberships:
- Western Michigan University, BS in Finance
- The American College of Financial Services – 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
- Five-Star Wealth Manager AwardSM, Multi-Year Winner, dBusiness & HOUR Magazine
Personal Interests: Kevin enjoys coaching softball, skiing, playing golf and traveling. Kevin and his wife have three children, and currently reside in Clarkston, MI.
Kevin J. Bates (CA Insurance Lic. #: 0C17522) offers securities through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC, which conducts business in CA as AXA Network Insurance Agency of California, LLC. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly qualified. AXA Advisors and AXA Network do not provide tax or legal advice or services. All AXA Advisors and AXA Network business, including product/service offerings related to qualified plans, is conducted under the d/b/a name of Cambridge Wealth Strategies and within the Wealth Strategies Practice Group of Cambridge Consulting Group. Cambridge Consulting Group (comprising Cambridge Wealth Strategies, Cambridge Benefits Consulting and Cambridge Risk Management) is not a registered investment advisor and is not owned by, operated by or affiliated with AXA Advisors or AXA Network. 136055 (04/18) (exp.04/20)