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Welcome to
Kevin JT Wilson.com

Contact Us

Welcome to Kevin JT Wilson.com
590 Lennon Ln. Suite 175
Walnut Creek, CA 94598
Phone: 925 287 1506
Fax: 925 287 9341
kjw@donovanjwilson.com
Map and Directions
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Newsletters

  • Your Business: Could You Benefit from a Roth Conversion in 2020?

    This article focuses on the potential short- and long-term tax ramifications of a Roth IRA conversion.

  • Business Cycle Basics: Recessions Begin and End Before We Know It

    This article discusses how economists identify and measure economic contractions and compares some characteristics of past recessions.

  • Your Business: Reasons to Keep Personal and Business Finances Separate

    Find out why it’s important to draw a line between business and personal finances, especially for credit, tax, and personal asset purposes.

  • HOT TOPIC: Hostage Data: Ransomware and Protecting Your Digital Information

    This article provides an overview of high-profile ransomware attacks and offers tips to help consumers protect their own data.

More Newsletters »

Calculators

  • Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.

  • Retirement Portfolio Lifespan

    How Long Will Your Funds Last?

  • Savings Accumulation

    Estimate the future value of your current savings.

  • Taxable Equivalent Yield

    Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

More Calculators »

About Us

  • Our Mission Statement
  • Our Location
  • Our Firm
  • Our Services
  • Our Qualifications
  • Life Insurance Interactive Tutorial

Learning Center

  • Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    A host of financial tools to assist you.

  • Newsletters

    Timely Newsletters to help you stay current.

  • Videos

    A dynamic library of videos.

  • Flipbooks

    These magazine-style flipbooks provide helpful information.

  • Glossary

    Financial terms from A to Z.

  • Tax Library

    Manage your taxes and prepare for the upcoming tax season.

Contact Us

Welcome to Kevin JT Wilson.com
590 Lennon Ln. Suite 175
Walnut Creek, CA 94598
Phone: 925 287 1506
Fax: 925 287 9341
kjw@donovanjwilson.com
Map and Directions

Cetera Wealth Partners is a region of Cetera Advisor Networks. Securities and advisory services offered through Cetera Advisor Networks LLC., member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This site is published for residents of the United States only. Registered representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information, please contact the representative (s) listed on the site or visit the Cetera Advisor Networks site at www.ceteraadvisornetworks.com

The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states:

We are licensed to sell Insurance Products in CA.

We are registered to sell Securities in CA,ID,NM,NV,OR.

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