Kevin Morisoli, MSFS®, CFP®, CLU®, ChFC®, CASL®, CAP®

Questioner
DISC Type : c

Financial Advisor at Northwestern Mutual

Honolulu County, Hawaii, United States

Overview

Kevin Morisoli is a CEO and Wealth Management Advisor with Northwestern Mutual, recognized by Forbes as a 2025 Best-In-State Top Financial Security Professional for Hawaii. He holds a Bachelors in Business Administration from the University of San Diego and a Master of Science in Financial Services.

Born in California, Kevin leads an active lifestyle, enjoying daily swimming and road biking. He is a passionate traveler who has explored 13 countries throughout Europe and the Americas. Kevin is also committed to his community, supporting charities that fund childhood cancer research, like Alexs Lemonade Stand Foundation.

He has traveled to 13 different countries across Western Europe, Central America, and South America.

Personality Overview

Systematic

Value Seeker

Price-Sensitive

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  They are more likely than others to negotiate on pricing and terms. They prefer to fully evaluate every situation.

Topics They Care About

Financial Security
His professional mission is to help clients achieve financial security through personalized planning for retirement, education funding, and wealth accumulation.
Childhood Cancer Causes
He actively supports accelerating the search for better childhood cancer treatments and aids families through organizations like Alex’s Lemonade Stand Foundation.
International Travel
Travel is an integral part of his life, having visited 13 countries in Western Europe and Central and South America.

Media Appearances

Kevin Bradley Morisoli, CEO and Wealth Management Advisor. Featured in Northwestern Mutual

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Kevin Morisoli – Northwestern Mutual | Honolulu, HI (Facebook Profile). Featured in Facebook

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Work History

9-2007
Financial Advisor at Northwestern Mutual

Education

2006 - 2008
BA from University of San Diego

More Information

Social Presence :

Prographics :

Exp : 18 Location : Honolulu County, Hawaii, United States Job Level : N/A Designation : Financial Advisor at Northwestern Mutual
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Insights For Selling To Kevin

During A Call Or A Meeting

DO's

  • Share as much information as possible regarding your product
  • Emphasise more on facts and measurable benefits
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kevin is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Kevin

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Kevin move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Kevin take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Kevin

Personality Compatibility


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