Kevin Frette, CPWA®, CEPA®, CPFA®, CDFA®

Kevin joined Custom Wealth Planners after an 11-year tenure at Northwest Bank Wealth Management, bringing over 20 years of experience in financial services. Prior to that, he worked as a Financial Advisor at Edward Jones and as a Private Banking Officer for US Bank, helping families, professional practices, and corporate executives address their wealth management needs.

To further enhance his ability to serve clients, Kevin earned the Certified Private Wealth Advisor® (CPWA®) designation. He takes a team-based approach, collaborating with CPAs, attorneys, and other professionals to deliver thoughtful, integrated solutions for clients with complex financial goals.

Kevin graduated from Iowa State University in 1996 with a degree in Finance and a minor in International Studies. He lives in Ankeny and is actively engaged in the community, serving on the Ankeny Community School Foundation Board and previously contributing to the Ankeny Service Center and Ankeny United Way. He is also a graduate of the Greater Des Moines Leadership Institute.