Senior Wealth Planner

Kevin Cavanaugh

About Kevin
Portland, OR

Kevin Cavanaugh has spent a decade in the financial industry working with clients to help them achieve their financial dreams. Throughout his career, he has dedicated himself to assisting clients with defining and achieving their long-term vision for their family’s wealth. He prides himself on taking a holistic approach to the financial planning process and discovering thoughtful solutions to addressing complex financial situations. Prior to arriving at Umpqua Private Bank, Kevin was a Senior Financial Consultant with TD Ameritrade and managed the relationships of some of the company’s most valuable high net worth clients. Through in-depth wealth planning, Kevin has been able to help clients realize some of their most important life goals while helping them ensure that their assets are working for them as efficiently as possible. While “the numbers” are a key aspect of any financial plan, he believes strongly in incorporating a deeper understanding of a client’s personal philosophy regarding their wealth to ensure that they leave the legacy that they intend. Kevin is a CERTIFIED FINANCIAL PLANNER™ professional, has a BA from the University of Oregon, and has held investment, real estate, and insurance licenses in his previous roles.

When he is not helping clients achieve their financial goals, Kevin enjoys experiencing new places and taking on new challenges. He enjoys spending time exploring the great outdoors, traveling, working on his golf game, and volunteering in the community. Kevin has been to over 20 different countries and has a passion for gaining a deeper understanding of the world’s cultures while learning about their unique histories.