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Kevin Stites

Advisor at Stites Financial Consulting

Updated today
Stites Financial Consulting logo

Firm

Stites Financial Consulting

Location

Wilton, CA 95693

Credentials

CFP®, Series 66

Industry experience

8 years

Client services

Portfolio management

Fee options

Percentage

0.90% annually on all assets under management

Commissions

Investment Adviser Representatives receive external compensation (commissions) from sales of commission-based products such as life, health, disability, and long-term care insurance, representing approximately 1-5% of compensation for certain representatives.

Work history

Stites Tax

2025 - Present (1 year)

Stites Financial Consulting

2018 - Present (8 years)

United Planners Financial Services

2017 - 2019 (2 years)

United Planners Financial Services

2016 - 2017 (1 year)

Student

2009 - 2017 (8 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Tony M

CFP®, CFA®

Sacramento, CA

Slalom Wealth Management, LLC

Navigating retirement is one of life's biggest transitions, which is why you shouldn't face it alone. I founded Slalom Wealth in 2018 to help people like you overcome the unknowns of retirement and achieve the clarity, confidence, and support you deserve. I wanted to apply my 20+ years of financial experience to build an independent, fee-only firm that puts relationships first and guides clients through the challenges of retirement. As your financial partner, nothing is off the table. I want to be your first call when you're facing a tough question or new opportunity. As a CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Analyst® (CFA®), I have a deep commitment to the technical side of finances. But I also have a passion for helping you simplify the complex, answer the right questions, and understand your options so that you can fully enjoy retirement. I proudly live and work as a fiduciary financial advisor in Sacramento, California alongside my wife, Barbara. When I’m not working, you’ll probably find me: Riding my Peloton bike or boating on the Sacramento River Watching a Formula One race (I travel each year to watch one live!) Enjoying a bottle of my favorite wine, a Frank Family Chardonnay

General retirement planning Income planning Wealth management Baby Boomers (Born 1946-1964)

Hillary R

Series 66

Sacramento, CA

Edward Jones

Wealth management ESG / Sustainable investing Multi-generational wealth transfer Retirement income strategy Founder/Business Owner Intergenerational Families Women Professionals

Harry W

Series 66

Sacramento, CA

Edward Jones

College savings (529s, UTMA, etc.) Divorce financial planning Equity Recipients (RS/RSU, SOP, ESPP)

Hector R

CFP®, Series 63, Series 66

Woodland, CA

Fidelity

Hector Rodarte is an Investment Consultant at Fidelity Investments, where he has been employed since 2025. He has held multiple roles within Fidelity, including Planning Consultant from 2023 to 2025, Relationship Manager from 2022 to 2023, and Financial Representative from 2021 to 2022. Prior to joining Fidelity, Hector worked as a Financial Planning Services Associate at Northwestern Mutual from 2020 to 2021. In his role, Hector uses a planning-based approach to assist individuals and families in working towards their personal and financial goals. He leverages Fidelity's resources and investment strategies to support clients in aligning their investments with their values and objectives. He holds a California Insurance License. Outside of his professional work, Hector's personal interests include family activities, fishing, fitness, golf, outdoor adventures, and soccer.

Wealth management Passive / index investing Active portfolio management Retirement income strategy Income planning

Jason M

Series 63, Series 65, Series 66

Rancho Cordova, CA

Fidelity

Jason McClellan is an Investment Consultant currently working at Fidelity Investments since 2024. In his role, he collaborates with clients to develop financial plans tailored to their specific needs, aiming to help them achieve their most important goals. Jason has accumulated experience in the financial industry through various positions at Franklin Templeton Investments from 2018 to 2024, including roles as Internal Advisor Consultant, Internal Sales Representative, Senior Client Representative, and Client Representative. He holds a California Insurance License.

Wealth management Active portfolio management
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Jon C

Series 63, Series 66

Sacramento, CA

Edward Jones

Retirement income strategy General estate planning guidance Business ownership considerations Founder/Business Owner Doctor or Medical Professional
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