Kevin Ostergaard, CFP®, CIMA®, ChFC®
Education & Certificates
B.A., University of Maryland
CERTIFIED FINANCIAL PLANNER®
Certified Investment Management Analyst
Chartered Financial Consultant®
Professional Background
For more than a decade, I’ve been fortunate to help individuals and families navigate the complexities of their financial lives and plan for the future with clarity and confidence. Prior to joining CW Advisors, I spent six years at Wolf Group Capital Advisors, where I served as the Director of Financial Planning and a Senior Financial Advisor. Before that, I worked at Edelman Financial Services (now Edelman Financial Engines), where I built a strong foundation in comprehensive financial planning.
Personal Interests
Outside the office, I enjoy spending time with my wife and young kids—usually at the playground or anywhere we can be outdoors. When I get the chance, I also love being on the water, playing golf, or getting in a game of pickleball.