Meet Our Team

With more than fifteen years of combined experience in financial services, my team and I are dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance.

My extensive experience, throughout major shifts in the market, enables me to help our clients structure balanced portfolios to address their specific goals. I have been recognized as a Platinum Counsel Advisor for 2015 and 2016. The Platinum Council (previously known as Premier Advisor) distinction is held be a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

In addition I have earned my Certified Private Wealth Advisor^® (CPWA^®) professional certification which takes a holistic and multidisciplinary approach. This advanced training is designed to help me address the sophisticated needs of my high net worth clients.

I’m an active member in the community and volunteer my time with the Make a Wish Foundation, as a volunteer driver for the Atlanta Meals on Wheels. I am a car enthusiast and enjoy collecting older cars. In my free time, you’ll find me at the race track or in the gym.

For over 20 years I have worked with a select group of individuals, families and businesses to help them build, manage, preserve and transition their wealth. Comprehensive wealth management is much more than just investments.  I address risk management with insurance and other asset preservation strategies, in addition to liability management.  I also help my clients set up strategies to help them pass their wealth on to the next generation. Most of all, I bring to each relationship my commitment and dedication to help my clients succeed financially.

I began my career at Fidelity Investments in the Brokerage Services group, then in their Strategic Advisors team before moving to Banc of America Investments before joining Wells Fargo Advisors in 2008.

I have earned the CERTIFIED FINANCIAL PLANNER^® professional certification. To earn my CFP^® I completed hundreds of hours of rigorous course work and examinations and must adhere to the CFP^® Board's Code of Ethics and Professional Responsibility. As a CFP^® I work with my clients to analyze and develop personal long-term financial strategies that integrate investments, insurance planning and risk management, employee benefits planning, retirement and estate planning strategies.

I was selected among the Best-In-State Wealth Advisors in Georgia for 2023 by Forbes. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

As a financial advisor with over 25 years experience, I specialize in customizing investment plans for my clients that align with their unique financial objectives and preferences.

I take a personalized approach to portfolio management and investment advice to help ensure that every client receives the top-tier service and professional integrity they deserve.

I earned my degree from the University of Memphis and began my career in the finance industry in 1996 at Morgan Stanley then at UBS as First Vice President – Investments. Since 2007, I have been providing comprehensive investment advice and services to my clients at Wells Fargo Advisors.

My expertise includes retirement planning where I assist individuals seeking tax-deferred growth and business owners aiming to offer employees an attractive benefit in navigating the complex options available.

Additionally, I specialize in retirement income planning and helping clients understand how much annual income they will have during retirement, and determining which income strategies will help attain their goals.

With a commitment to providing exceptional service, expertise, and personalized investment planning, I am confident in my ability to help my clients achieve financial success.

As a Financial Advisor, I am dedicated to helping my clients meet their financial needs. Whether you are planning your retirement, saving for your children’s or grandchildren’s education, or looking to grow, manage, and transition your wealth, I can help.

Before entering the financial services industry, I graduated from the University of Alabama with a degree in Human Environmental Sciences and worked as a Certified Business Education Teacher in Finance and Marketing. Over the past 15 years I have helped families, business owners and retirees develop customized tax efficient investment plans to help meet their financial goals. Now as Financial Advisor with the Fort Lauderdale and Plantation offices of Wells Fargo Advisors Financial Network, I take pride in working for a firm that puts you first.

My mission is to help each one of my clients plan for a financial future in a way that best meets his or her goals. My customized investment plans for clients consists of reviewing their planning needs, Investment portfolios, 401k, IRA’s Pension Plan, and Beneficiary designations. And my commitment doesn’t end there. My goal for each client is to live the one life they have the best way they can without sacrifice and unnecessary risk

I also share a passion for helping and educating others in my local community. I have been an active member of the local community for nearly 20 years. I am currently involved with St. Thomas Aquinas Alumni, St David’s Catholic Church, Broward Center of Performing Arts, and Community Charities. Away from the office, I also enjoy attending live sporting events, theater, and working with community organizations.

Whether you are investing for retirement, education expenses or some other goal, I will help you make informed decisions about your investment strategy. You have access to additional resources available through affiliates, including trust and estate services, lending services, insurance products*, and much more.

For more information about how I may be able to help you pursue your financial goals, please contact me.

^{* Insurance products are offered through our affiliated nonbank insurance agencies.}

^{Wells Fargo Advisors Financial Network does not provide legal or tax advice.}

Kalen is a dedicated financial professional with a strong background in client service and a passion for helping individuals achieve their financial goals. He earned a B.A. in Business-Economics and Spanish literature from Wofford College and launched his career in financial services at Equitable Advisors, obtaining securities and insurance registrations shortly after graduating in 2020.

With experience as a Registered Client Associate and a background in hospitality, Kalen brings exceptional client service skills to his role, ensuring smooth operations and personalized support for clients.

California Insurance License# 4258412 / Resident State: GA