KWA Investments was founded on the belief that elite service requires focus. Led by Kevin Andersen, Naval Academy graduate and former combat pilot, our firm applies military-inspired rigor to every portfolio, ensuring your goals drive every decision. With a boutique model and fiduciary commitment, we deliver:
Led by Kevin Andersen, our team combines deep investment acumen with specialized skills in tax planning and estate services. Each member brings years of industry experience and the shared mission of putting your interests first. From crafting custom portfolio strategies to coordinating with external estate-planning experts, we operate as a seamless unit ensuring you benefit from collective insights and unwavering support.
Guiding your financial journey with pilot precision and tailored tax planning.
Kevin Andersen is the founder and CEO of KW Andersen Investments. He is a 1993 Graduate of the United States Naval Academy in Annapolis, MD where he earned a B.S in Political Science. He played division one tennis as a member of the Naval Academy Varsity tennis team. Following graduation from the Academy, he served 12 years active duty in the Navy as a pilot and flew 19 combat missions in support of Operation Enduring Freedom following the 9/11 attacks on our country. Prior to joining the investment business, he spent 8 years in the food industry as an executive with a family-owned food manufacturing company in Chicago, IL serving roles in sales, operations and finance. His experience helped him understand the various issues that private business owners face as they grow and plan an exit strategy. Kevin began his wealth management career in 2013 with Robert W. Baird where he earned his Series 7 and 66 certifications. He also served his clients at William Blair in Chicago prior to founding his own firm in 2017.
Kevin has 2 grown children, Emily and Teddy, and resides in Irvine, CA. He is passionate about the Southern California lifestyle and enjoys running, pickleball and surfing in the Newport Beach area.
Registered Investment Advisor/MBA with Finance Concentration Loyola University of Chicago
After graduating from the University of lowa in 1997 with a BA in Finance, Matt hit the ground running. He worked as an analyst at one of the country’s largest banks but he knew he wanted to be as closer to the market’s day-to-day activity. To do so he joined a proprietary trading firm as a trader focused on the US Treasury market. With a deep understanding of market functionality in hand, he made the transition to Investment Advisor and has worked with Kevin since 2017, navigating the investment landscape on behalf of the firm’s clients.
