Menu
 
 
 

Kevin Leung

QKA®, CPFA, CHSA, AIF®

Plan Advisor

Professional Experience

 
Kevin joined Sentinel Benefits & Financial Group in 2020 as part of the merger with ABG of Michigan/ABGPS (joined ABGPS in 2015). Kevin has a deep understanding of Defined Contribution plans having had experience on the plan administration as well as the investment side of the retirement plan business.  
 
Kevin works closely with plan sponsors offering fiduciary governance and retirement plan management in an effort to increase plan effectiveness and positive retirement outcomes for participants.
 

Educational Background and Certifications

  • University of Washington – BA, Business Administration, Finance
  • Qualified 401(k) Administrator (QKA), American Society of Pension Actuaries
  • Certified Plan Fiduciary Advisor (CFPA), National Association of Plan Advisors (NAPA)
  • Certified Health Savings Advisor (CHSA), Access Point HSA
  • FINRA Series 65
  • Accredited Investment Fiduciary®, AIF®

Hometown

Ann Arbor, MI

Out of the Office

Kevin enjoys traveling, cooking and being outside.

LinkedIn Email Kevin Leung

You are about to leave our website

You are now leaving the website of Sentinel Pension Advisors, Inc. ("Advisor") and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Advisor. Advisor is independent of and not owned by, affiliated with, or sponsored by Schwab. Schwab has no responsibility for the content of Advisor's website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchaseor sell any security.

Continue

To return to our website, click on the X (right-top), or anywhere outside this box.

You are about to leave our website

If you would like to continue to another site, please click continue below.

Continue

To return to our website, click on the X (right-top), or anywhere outside this box.