Skip to content

UBS - Kevin Bates, Financial Advisor


Financial & Investment Services

About Us

I started my career as a CPA for KPMG in Seattle. Since then, I have spent most of my time in Executive Management for family-owned businesses including over 9 years in CFO roles. I transitioned away from corporate finance because I wanted to play a more personal role in helping people financial security. Financial security is all about removing the financial constraints that keep us from pursuing what really matters most to each of us.

If you are a small business owner, executive or an individual looking for a personal CFO...someone who can bring experience and objectivity to developing and implementing your life's plan, I'd love to visit and see if there is a mutual fit.

When I am away from the office, you can usually find me on the softball field, volleyball courts, golf course or socializing with family and friends. I love the quality of life in Idaho and feel a responsibility to give back to our great community so you can also find me on the Boards of the Wassmuth Center and Drug-Free Idaho as well as being actively involved in the Treasure Valley CFO Forum.

Rep/Contact Info

Card image cap
Kevin Bates
CEPA (Certified Exit Planning Advisor)