• Skip to main content
  • Skip to footer

Morling Financial

Schedule a CallClient Login
(800) 607 - 5800
  • What We Offer
    • Financial & Tax Planning
    • Investment Management
    • Pricing
  • Who We Serve
  • About Us
    • Meet The Team
    • MFA Cares
  • News and Events
    • Blog
    • Events
  • Contact

 

 

 

Team Member Spotlight

Meet Kevin Redila, one of the invaluable members of our Client Service Associate team. Since joining MFA in 2024, Kevin has become the bedrock of our client experience, known for his meticulous attention to detail and unwavering focus on client needs.

Kevin’s primary role is to ensure all operations run flawlessly. Whether he’s handling complex account transfers, managing critical documentation, or coordinating with various departments, his commitment to precision means everything is done right the first time. He is a true advocate for our clients, consistently putting their interests first to deliver an efficient, smooth, and proactive service experience. Our team and clients alike rely on Kevin’s diligent and thorough approach to wealth management.

Img 2421

Kevin and his Mom, Ferly, visiting a glacier, Norway, in 2025

 

Why did you choose to become a client service associate?

Growing up raised by a single mother, money was never a popular topic. As I got older and went to community college, I got interested in investing and figuring out ways to manage my money. I remember buying my first stock and I was addicted to watching my money tick upwards (…but not so much downwards).

My professional background has also revolved around Financial Services and Operations, and I always enjoyed being able to help people. I was previously a Mortgage Underwriter specializing in Home Equity Line of Credit (HELOC) loans. When I was presented with the opportunity to work as a Client Service Associate for MFA, I knew this would be a career path that would allow me to build upon my operational strengths and line up with my personal interests of managing wealth.

 

What’s a memory from your client interactions that’s stayed with you?

At our most recent Client Appreciation Event, it was my second time attending and this year we rented out casino table games for entertainment. I was at the roulette table testing my go-to numbers and playing alongside clients. Sure enough, I hit my lucky number Black 8 two times! Everyone at the table was in disbelief and thought I was in cahoots with the dealer (turns out, lady luck was just on my side that night).

While I was happily receiving my roulette “winnings”, what made the night really special was my manager walking up to me and telling me that a pair of clients wanted to speak with me. They even requested me by name! I was surprised since my role in operations does not normally put me face to face with our clients, but it was heartwarming to see and hear that they still felt taken care of despite communicating with me over email only.

 

What’s something people might not know about you?

At the beginning of this year, my friends got me into the hobby of Magic: The Gathering. It is the first trading card game ever and officially released in August 1993. My introduction to the hobby was me just watching my friends play and trying to understand the game. Then we started hanging out weekly and dedicated every Thursday to play the game with each other. It’s even reconnected me with some older friends I haven’t hung out with since high school (over 10 years ago). As of recent, I’ve dived into the collecting world of the hobby and got my hands on a few near mint cards that were printed way back in 1994, before I was even born.

 

Why are you excited to be part of MFA?

I am excited to be part of MFA because of the culture that I have experienced since day one. The company genuinely puts clients’ interests first, and that level of care even extends to the team members of the firm, in and out of the office. I am grateful to be part of a team that cultivates a workplace environment where everyone enjoys working with each other and towards the same goal of offering top-tier experience to our clients.

Morling Financial Advisors, LLC (“MFA”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about MFA’s investment advisory services can be found in its Form ADV Part 2 and/or Form CRS, which is available upon request.

 

Footer Logo
Proudly serving the Bay Area

Reach out to us at
(844) 667-5464

Disclosures

Form adv part 1
Firm brochure (form adv part 2a)
Form crs (form adv part 3)

Download our MFA mobile app

Apple Store IconGoogle Play Icon

Morling Financial Advisors, LLC (“MFA”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about MFA’s investment advisory services can be found in its Form ADV Part 2 and/or Form CRS, which is available upon request. The opinions expressed are those of MFA. The opinions referenced are as of the date of publication and are subject to change. The investment strategy or strategies discussed may not be suitable for all investors. Be sure to consult with a tax professional before implementing any investment strategy. Investors must make their own decisions based on their specific investment objectives and financial circumstances.

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Morling is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Morling by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers.

Testimonials:

Testimonials provided are by current clients of Morling Financial Advisors, LLC (“MFA”). MFA does not provide cash or non-cash compensation to clients in exchange for their testimonials. Testimonials are based on unique experiences from current clients and are not representative of all client experiences. The experience of any one client may not be representative of another client's experience with our firm.

Financial Advisor Magazine’s RIA Ranking:

Past performance is not indicative of future results. The rankings shown may not be representative of an individual client’s experience because it reflects an average of all, or a sample of all, the experiences of the adviser’s clients. FA’s RIA survey is a ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. FA’s RIA ranking orders firms from largest to smallest, based on AUM reported to us by firms that voluntarily complete and submit FA's survey by our deadline. No payment was required to participate in the survey. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms must have at least $500 million in assets under management as of December 31st of the prior year to be included in the print edition of Financial Advisor magazine’s RIA survey. Firms with under $500 million will be included the FA’s expanded online RIA survey. For more information, visit the FA website at www.fa-mag.com

AdvisoryHQ:

https://www.advisoryhq.com/articles/advisoryhqs-methodology-for-selecting-top-advisors/

Past performance is not indicative of future results. The rankings shown may not be representative of an individual client’s experience because it reflects an average of all, or a sample of all, the experiences of the adviser’s clients. AdvisoryHQ published their list of the “Top 13 Financial Advisors in San Francisco, Oakland, & Courte Madera” in order from rank number one to rank number thirteen. Morling is ranked number seven. AdvisoryHQ utilizes a “Top-Down Advisor Selection Methodology” based on categories including fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth of experience. Reviews and rankings are independently researched, and firms are not aware that they are being reviewed until after they are completed and published. No payment was required to participate or be considered in this comparison.

Expertise:

https://www.expertise.com/ca/san-francisco/financial-advisors

Past performance is not indicative of future results. The rankings shown may not be representative of an individual client’s experience because it reflects an average of all, or a sample of all, the experiences of the adviser’s clients. Expertise reviewed 212 advisors and Morling was in the top 27 ”Best Financial Advisors in San Francisco” sitting at number 16. Selection criteria was based on over 25 variables spanning across five categories: availability, qualifications, reputation, experience, and professionalism. No payment was required to participate or be considered in this comparison.

Newsweek
Morling was a recipient of Newsweek's "America's Top Financial Advisory Firms 2025" award. Newsweek, partnering with Plant-A Insights Group, analyzed over 15,000 financial advisories registered with the SEC and scored them based on the following factors: asset performance, client performance, adviser expertise and client ratio, breadth of service offerings and conflicts of interest. Morling did not provide compensation to Newsweek for this award.

ETF
Morling was chosen as one of etf.com's "Top 50 RIA Firms" for 2025. This list is comprised of RIA firms in the U.S. chosen by etf.com that are believed to have demonstrated expertise, growth, and leadership in helping clients navigate the world of exchange-traded funds. Morling did not provide compensation to etf.com for this ranking.

Privacy Policy | Web Accessibility

Copyright © 2025 Morling Financial Advisors. All Rights Reserved. Developed by TinyFrog Technologies.

This website uses cookies to improve your experience. Accept All Reject All
Manage consent

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.
Necessary
Always Enabled
Necessary cookies are absolutely essential for the website to function properly. These cookies ensure basic functionalities and security features of the website, anonymously.
CookieDurationDescription
cookielawinfo-checkbox-analytics11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
cookielawinfo-checkbox-functional11 monthsThe cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
cookielawinfo-checkbox-necessary11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-others11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
cookielawinfo-checkbox-performance11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
viewed_cookie_policy11 monthsThe cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.
Functional
Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features.
Performance
Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.
Analytics
Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.
Advertisement
Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads.
Others
Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet.
SAVE & ACCEPT