Stephen P. Kavois

Partner, Wealth Advisor, CFP®

Wealth Management Group

stephen.kavois@oakpartners.com

Steve grew up in Northwest Indiana where he attended Merrillville High School. He graduated in 2002 from Purdue University with a Bachelor's degree in Management.  


Steve currently holds FINRA Series 7 and 66 registrations and his Life and Health Insurance licenses held through LPL Financial. Steve earned his CERTIFIED FINANCIAL PLANNER™ certification in December of 2013.  


Steve enjoys spending time with his wife, Marissa, triplets Graham, Reed, and Flynn, French bulldog Rosie, and English bulldog Roscoe.

Stephen P. Kavois, Partner, Wealth Advisor, CFP® at Oak Partners Wealth and Retirement Planning