Wealth Manager and Succession Planning Specialist
Kevin Spafford, CERTIFIED FINANCIAL PLANNER™, helps farmers, ranchers, and family business owners plan for succession. Kevin’s planning process is designed to enhance the family’s financial security, create a smooth ownership transition, and mitigate the tax consequences.
As the architect of the Farm Journal Legacy Project, Kevin effected consumer behavior and improved the way family business owners engage in the succession planning process. Through the Project, Kevin has:
Prior to the publication of his book Legacy by Design: Succession Planning for Agribusiness Owners in 2006, Kevin founded Legacy by Design, a succession and financial planning firm dedicated exclusively to serving the succession planning needs of farmers, ranchers, and agribusiness owners.
Among a series of professional designations and licenses, Kevin is a CERTIFIED FINANCIAL PLANNER™ and he’s earned a Bachelor of Science in Agricultural Management with a concentration in Business, from California Polytechnic State University, San Luis Obispo, CA.
On a personal note, Kevin enjoys flying, fishing, hunting, and camping. He and his wife, Anne-Marie, have been married 37 years. They are proud parents of their son Drew and his wife Dana, and their daughter Sara and her husband Michael. In July of 2018 they welcomed their first grandchild. They live in Durham CA.