Kevin Rohner, CFP

Kevin Rohner, CFP®, is a Financial Advisor based in Charlotte, NC, passionate about helping clients turn complex financial questions into clear, actionable strategies. He believes wealth planning should be collaborative and empowering, helping give clients confidence in decisions like when to retire, how to optimize Social Security and Medicare, and the most tax-efficient ways to manage investments. Kevin’s planning-first philosophy helps ensure every recommendation is grounded in a comprehensive roadmap tailored to each client’s goals, risk tolerance, and time horizon.

Kevin brings a wealth of experience from his time at Vanguard and UBS, where he specialized in wealth management and served as a Corporate Stock Benefit Consultant. This background gives him unique insight into integrating concentrated stock positions, managing tax efficiency, and aligning corporate benefits with long-term objectives. Today at Wells Fargo Advisors, Kevin continues to deliver personalized strategies for executives, business owners, and families, helping them preserve wealth, drive growth, and adapt to life’s changes with confidence.

A graduate of the University of South Carolina, Kevin holds the CERTIFIED FINANCIAL PLANNER® certification and is committed to ongoing education and community involvement. Outside the office, he enjoys golfing, visiting national parks, and cheering on his favorite sports teams. He recently completed a personal goal of visiting every Major League Baseball stadium and regularly participates in beach cleanups on the South Carolina coast. Kevin lives in Charlotte with his wife Heather and their yellow lab, Chandler.