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Kevin Pinto, CFP®

Kevin Pinto, CFP®

Certified Financial PlannerĀ®

Kevin Pinto, CFP® is a Financial Advisor at Potomac Financial Group who brings nearly three decades of experience and deep expertise in comprehensive financial planning to his client relationships. Throughout his career, Kevin has navigated some of the financial industry's most challenging periods—from the Dot-Com Bubble to the Global Financial Crisis—developing a sophisticated, resilient approach to wealth management and risk mitigation. He combines technical expertise in securities management and advanced investment strategies with a genuine commitment to understanding each client's complete financial picture. Kevin believes that the most meaningful financial planning addresses not just the numbers, but the life clients want to live—helping them prepare for major milestones like college education, retirement, and legacy planning with both clarity and confidence.

A skilled mentor and leader, Kevin has dedicated much of his career to not only managing client assets but also developing the next generation of financial professionals. His approach is grounded in the conviction that strong client relationships are built on deep listening, strategic thinking, and a commitment to helping families make decisions that truly reflect their values and goals.

Kevin holds a Bachelor of Science in Finance from the University of Maryland, College Park, and the CERTIFIED FINANCIAL PLANNER® (CFP®) designation, which he earned in 2007. His career has taken him through leadership roles at Chevy Chase Financial Services, Merrill Lynch, Pierce Fenner & Smith, and most recently Raymond James Financial Services, where he spent 15 years focused on comprehensive financial planning and securities management.

Outside the office, Kevin enjoys an active lifestyle centered on time with family. He's an avid skier who loves exploring the mountains, and he shares his passion for hiking and outdoor adventure with his family and their dog. Travel is also a cornerstone of his personal life—whether exploring new destinations or returning to favorite spots, Kevin values the moments spent with the people closest to him. For Kevin, both in his professional and personal life, the goal is the same: to build lasting relationships and create experiences that matter.