Kevin Spafford

Kevin Spafford is a CERTIFIED FINANCIAL PLANNER® professional at Allworth Financial, specializing in succession, retirement, and estate planning for family business owners, farmers, and pre-retirees. Kevin helps clients enhance their financial security, facilitate smooth ownership transitions, and mitigate tax consequences through thoughtful succession planning strategies. Kevin is the architect of the award-winning Farm Journal Legacy Project and the author of Legacy by Design: Succession Planning for Agribusiness Owners, a valuable resource for farmers making succession decisions. He has also created several workbooks and client planning tools, facilitated workshops for numerous farm and ranch families, and hosted five seasons of the Leave a Legacy TV show.

In addition to his professional expertise, Kevin holds a Bachelor of Science in Agricultural Management with a concentration in Business from California Polytechnic State University, San Luis Obispo, CA. Outside of work, Kevin enjoys flying, fishing, hunting, and camping. He and his wife of 43 years, Anne-Marie, are the proud parents of son Drew and his wife Dana, and daughter Sara and her husband Michael. In October 2020, Kevin and Anne-Marie welcomed their second grandchild.