Kevin Simpson

Kevin Simpson is the founder and chief executive officer of Capital Wealth Planning (CWP). Based in Naples, Florida, CWP is an SEC-registered fee-only investment advisory firm. The company has approximately $15 billion of assets under management and has been building and managing equity income-oriented portfolios since 2005. CWP was recognized by USA Today in 2023 and 2024 as one of the best financial advisory firms. To learn more, visit www.capitalwealthplanning.com.

Mr. Simpson practices the strategies outlined in his book, Walk Toward Wealth, applying institutional investment management to diversified equity and option portfolios. His methodologies are designed to enhance risk-adjusted returns and offer portfolio protection while delivering monthly cash flow. CWP specializes in implementing covered call strategies through its Enhanced Dividend Income Portfolio, Catholic Values Enhanced Dividend Income Portfolio, Tactical Transition Service, and complementary Hedged ETF Portfolio. 

A frequent contributor to CNBC's Halftime Report and Closing Bell, Kevin also hosts a podcast, Covered Calls, where he interviews some of the financial industry’s top investment professionals to provide expert insight and analysis for a deeper understanding of today’s markets.