Kevin Thelen | SpeakerHub

Personal Details

Bio

I'm Kevin Thelen, and I am a professional Investor, educator, and disturber of the status quo in money since 2007.

My day job includes responsibilities at Prospero Advisors and Prospero Benefits, where I am the Chief Investment Officer and a consultant to business managers and administrators on designing and managing benefits packages for employees.

As a passionate advocate for the typical American family, I have sat with thousands of people to discuss their personal finances.

I hold the Certified Financial Planner and Chartered Financial Analyst designations, and The Financial Times named me a Top Financial Advisor in 2015 and 2016.

Current position (2)

Benefits Consultant

Prospero Benefits

Chief Investment Officer

Prospero Advisors

Achievements (2)

Certified Financial Planner

Chartered Financial Analyst

Degrees (1)

BA Economics

Seattle University

2002 to 2006

Presentations

Presentations (1)

Motivate your audience to rebel against terrible money decisions!

I know what you are thinking, "how is another fluffy money talk about saving, investing, and living your best life going to help anyone?" Fluffy? Hardly.

• Learn how the financial system can serve your interests easily and without abundant fees.

• Understand what bad investors do and how to take advantage of this knowledge.

• Develop a strategy to maximize social security and project your retirement income.

Plus some "fluff"...
• help your employees appreciate their benefits package.
• give your employees a new outlook on their financial life?
• provide them an opportunity to gain knowledge from an independent professional.

And because my passion is helping people, I am happy to stick around after the talk to chat with audience members about their questions.

Workshops (1)

Rebel Against Terrible Money Decisions

1 hour

Hi, I'm Kevin Thelen, and I want to welcome you to Rebel Against Terrible Money Decisions. This presentation can help your employees appreciate their benefits package, gain confidence in their financial future, and learn actionable steps - often focused on taking advantage of employee benefits - to improving their financial life.