Kevin McFarland, Chief Financial Officer and Founding Partner of Concurrent Advisors, is responsible for overseeing financial activities for Concurrent. He is a partner at NEXT Retirement Solutions and has worked at the practice since 1999. Highly organized and analytical, he oversees and manages the daily operations of the practice. He derives his motivation daily from the team’s mantra – to help clients “retire their way.”
As a Chartered Retirement Plans SpecialistSM, Kevin is highly experienced in creating, implementing and maintaining retirement plans for businesses, including defined contribution plans, 401(k) plans and nonprofit and government plans. He is knowledgeable in plan distributions, plan design and implementation, plan establishment and operation, and fiduciary issues.
Kevin is also an Accredited Asset Management SpecialistSM with specialized knowledge in investments, insurance, tax, retirement and estate planning issues. He adheres to standards of professional conduct and devotes himself to continuing industry education.
Kevin is a San Diego native and lives here today. He earned a bachelor’s degree in economics from San Diego State. In his free time, he enjoys attending his alma mater’s sporting events, playing tennis, running, and spending time with his nieces and nephews.