"You'll Never Walk Again..."

Words no one wants to hear.

Kevin Salazar, CFP®, RICP®, CLU®, ChFC®

Kevin is the Founder and President of Access Wealth Partners. Since beginning his career as a financial advisor, it has been his dream to build an advanced financial planning team to help more people accelerate their lives.

Growing up in New Jersey, Kevin has always been fascinated with financial literacy.  He has seen the blessings that come from properly managing money and the havoc that comes with not, which is why he made it his mission early in life to educate himself so that he can educate others.

Kevin followed his passion to the University of West Virginia where he earned a B.S. in Finance. He was accepted into the Northwestern Mutual apprenticeship in New Jersey/New York in 2012 and quickly became a top performer.  In 2014, Kevin relocated to Charlotte and has built a premier financial planning team.

After almost 10 years on top advisor teams, Kevin founded his own wealth management firm and has been one of the top financial planning teams in the Charlotte office since 2020.  Kevin’s team brings the multi-generational family office planning experience to each of their clients.  He believes in goals-based investing and highly personalized planning so that each client leaves feeling empowered, informed, and prepared.

Kevin and his wife Samantha welcomed their precious daughter Sophia into the world in 2020 and their son Kaden in 2023. They live in the Cotswold neighborhood in Charlotte, and they support their communities in many ways.

Family
Family

Professional Designations

    • CFP® | CERTIFIED FINANCIAL PLANNER™
      • The CERTIFIED FINANCIAL PLANNER® certification is the standard for financial planning. In addition to their fiduciary duty, a CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.
    • RICP® | Retirement Income Certified Professional®
      • RICP® advisors provide clients with detailed information about retirement plans, tax implications, managing retirement income, annuities, healthcare and long-term care costs, estate planning and limiting investment risk.
    •  CLU® | Chartered Life Underwriter
      • Advisors with the CLU® designation provide an in-depth understanding of the practical, legal, and ethical aspect of life insurance underwriting and how to provide the best solutions to a modern and diverse clientele facing a range of risk and financial situations.
    • ChFC® | The Chartered Financial Consultant
      • The ChFC® advisor guides clients in making decisions in regard to income taxation, retirement planning, investments, & estate planning. Chartered Financial Consultants® also possess a specialized focus on serving niche clients such as divorcees, blended families, & concerns pertaining to children with special needs.
Awards

Awards & Accolades

  • #1 Advisor - South Region (Platinum Leader) 2024
  • Charlotte Business Journal 40 Under 40
  • 3 Star Pathfinder

Community Involvement

   

DIME

A wealth literacy program whose mission is to build the next generation of young investors, giving them the knowledge and tools to build real wealth.

DIME

Boys & Girls Clubs

Our MISSION is to enable all young people, especially those who need us most, to reach their full potential as productive, caring, responsible citizens. We are champions for the children of North Carolina and their needs.

Learn More!

Boys & Girls Clubs

Neighborhood Hope

In the city of Charlotte, not even 1 out of 10 people who start in poverty, will ever escape it. This means Charlotte is the worst city in the nation in that category. Our mission is to model the love of Jesus in overlooked communities who deserve freedom from negative cycles.

Learn more!

Neighborhood Hope Charlotte

Elevation Church

Since 2006, we've witnessed people begin a relationship with Christ and grow in their faith across our multiple physical locations and around the globe through our online ministry. From meaningful worship to relatable sermons, you'll experience hope and strengthen your faith as you discover who God has made you to be.

Elevation Church

Concierge Services

You set the vision.  We take care of the rest.

Multigenerational Planning

Retirement Planning & Income Strategies

Tax-Efficient Strategies

Advisory Services

Estate Planning

Education Planning & Funding

Business Planning & Succession

Insurance Protection Strategies

Access Wealth Partners