Kevin Ford has been a Financial Advisor since 1997. He started his career with Edward Jones Investments in Tequesta, FL and ran that branch for over 12 years serving the Northern Palm Beach community. In 2010, Kevin ventured out to found the firm Oceanside Wealth Management as a means to offer his clients unbiased financial advice. His background includes the achievement of a Bachelor of Science degree in Political Science with a minor in Economics. Kevin has also earned several industry designations, including; Accredited Asset Management Specialist, the licenses series 7 & series 65, and the license for Health Insurance, Life and Variable Annuities.
Kevin focuses his practice on providing a one on one understanding of his client’s financial goals and needs. He utilizes state of the art software to create Financial Statements, Retirement Savings Analysis, Life Needs Analysis, and Education Funding Calculations.
Kevin currently lives in Palm Beach Gardens and has served on many boards and service groups in his local community during his career. He is originally from St. Louis Missouri, where his Parents and Sister live today and where Kevin learned a solid foundation of values that drive his business. Kevin has one son, Logan, who inspires him to be the best Father and business person that he can be. His philosophy is to provide service and advice to his clients as though they are family.
Anthony started his career in the financial services industry as an advisor in 2003 with A. G. Edwards in West Palm Beach, FL after earning his M.B.A. from Florida Atlantic University. He held positions with National City Bank and Summit Brokerage before starting Cisek Capital in 2009. In 2016, he merged his operations with Oceanside Wealth Management in order to join several other like-minded professionals with the goal of providing the highest level of service and expertise to his clients. Anthony’s primary area of focus is the needs of business owners and their unique investment & retirement challenges.
Anthony earned his undergraduate degree in Business Administration from the University of Central Florida in the field of Hospitality Management. Additionally, he holds the Accredited Asset Management Specialist designation, the licenses series 7 & series 65, and the license for Health Insurance, Life and Variable Annuities.
Moving to Florida at 3 was the best thing Anthony’s parents could have done for him! He has a great appreciation for the beauty of our state and loves to share it with his Wife, 2 daughters and dog.
Charna is the welcoming colleague you will see when you visit our Jupiter office and the friendly voice you hear when you call into the firm. She joined Oceanside Wealth Management in December of 2009 and serves as the firm’s Administrative Assistant. She is responsible for office management, client service, hospitality, scheduling and preparing materials for client appointments and reviews. Charna also is a primary contact for client account servicing needs.