Kevin Apolinar ChFC®, MSFP, AFC®

Judge
DISC Type : Dc

Chief Executive Officer at Behavior Shift

Hemet, California, United States

Overview

Kevin Apolinar is the CEO of Behavior Shift, a financial planning firm dedicated to helping nurses achieve financial clarity. He combines his expertise, including a Master of Science in Financial Services, with faith-based principles to guide his clients. Kevin is focused on helping healthcare professionals move from financial stress to confidence and momentum.

Kevin is a dedicated Christian who integrates his faith into his professional and personal life, co-founding his firm with his wife, Melissa, to be a family practice. He is passionate about mentorship, having served with SCORE Mentors, and has an interest in developing leadership skills through organizations like Toastmasters International.

He previously served in the Alaska Army National Guard as a Drill Sergeant and Recruiting Battalion member.

Personality Overview

Generally Skeptic

Fast But Wary

Quality Focused

They prefer to move quickly, and expect the same from others.  They do not care very much about building rapport or relationships. They are less concerned about the product and more about its potential impact.

Topics They Care About

Financial Planning for Nurses
His entire firm, Behavior Shift, is built around serving the specific financial needs of nurses, addressing issues like burnout and irregular income.
Faith-Guided Finance
He openly identifies as a Christian financial planner and hosts "The Behavior Shift Podcast" where faith meets finances, discussing theology and practical money tips.
Entrepreneurship
As the CEO and co-founder of his own firm, Kevin is passionate about building a business and helping others through his work as a mentor with SCORE.

Media Appearances

Kevin has no verified media appearances

Work History

8-2024
Chief Executive Officer at Behavior Shift
1-2025 - 8-2025
Vice President of Membership at Toastmasters International
10-2024 - 1-2025
Mentor at SCORE Mentors
4-2024 - 6-2024
Customer Solution Specialist at Edward Jones
4-2023 - 4-2024
Financial Advicer at Edward Jones

Education

2023 - 3-2025
Masters of Science from The American College of Financial Services
2-2018 - 12-2021
Bachelor of Science - BS from University of Alaska Anchorage

More Information

Social Presence :

Prographics :

Exp : 14 Location : Hemet, California, United States Job Level : Leadership Designation : Chief Executive Officer at Behavior Shift
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Insights For Selling To Kevin

During A Call Or A Meeting

DO's

  • Be respectful but crisp
  • Help them weigh the risks by sharing objective proof points without becoming too analytical
  • Refer to testimonials from well-known industry leaders

DONT's

  • Don't try too hard to forge relationships with them
  • Do not back off when challenged, respond with a confident, objective answer instead
  • Avoid being too verbose

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kevin is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Kevin

  • If they decide not to use your product, they will say no clearly.

Insights For Deal Planning

    How fast (or slow) will Kevin move?

  • If convinced, they can reach decisions quite fast.
  • Can Kevin take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Kevin

Personality Compatibility


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