Kevin P. Carson, CFP®
Designations and licenses
Kevin is a CERTIFIED FINANCIAL PLANNER® professional and holds a New Jersey insurance license.
Experience and education
With more than 30 years of experience, Kevin focuses on providing individuals, families and organizations with personalized wealth advice designed to help them achieve meaningful and lasting financial outcomes. He integrates comprehensive planning—including estate strategies, insurance solutions, tax-efficient planning, income and retirement design and investment management—tailored to support each client’s values, priorities and long-term vision.
In addition to his financial advisory work, Kevin is a certified Heroic Performance Coach, helping clients cultivate clarity, purpose and resilience as they navigate key life decisions and transitions. His work blends financial strategy with personal development, supporting clients in aligning their wealth with what matters most.
Prior to joining Mariner, Kevin served as a vice president–investment officer at Wells Fargo Advisors, where he created and managed financial plans and investment strategies for a diverse client base. Before that, Kevin was a vice president-financial consultant at Fidelity Investments, overseeing comprehensive financial planning for clients within Fidelity’s Private Client Group.
Kevin earned a bachelor’s degree in business administration with a concentration in finance from Pace University.
Personal interests
Kevin lives in Manasquan, NJ. He is a proud father to Abbey and Catherine. Having experienced the loss of his wife, Stephanie, he brings a deep sense of empathy and presence to his work with clients navigating significant life changes. Outside of work, he enjoys golf, traveling and spending time outdoors. He is a fan of the New York Yankees and follows college football and basketball, particularly the LSU Tigers and the South Carolina Gamecocks.
Kevin’s Office
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.