Biography :
Ken’s mission is to help clients plan for a financial future that best meets their goals, needs, and risk tolerance in an objective, unbiased and cost-effective manner.
BACKGROUND AND EXPERIENCE
Ken has been providing financial and investment advice to individuals, trusts, retirement plans, charitable organizations, and businesses since 1987. His areas of focus include wealth management, retirement and income planning, comprehensive investment planning as well as advisory services and tax advantaged investing, delivered with the highest level of personal service and professional integrity.
Prior to becoming an advisor, Ken attended Fairleigh Dickinson University, where he earned an MBA in Economics and Finance. Since then, he has obtained securities, commodities, life and health insurance licenses and registrations. Ken is recognized as a Platinum Council Advisor for the years 2017-2024. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network 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.
Ken has also been named to the ranking of 2019 - 2024 BEST IN STATE Wealth Advisors* by Forbes.
His team has also been recognized in 2023 & 2024 for the Forbes Best-in-State Wealth Management Teams**.
I look forward to extending my services to you and your family and together we can discuss financial strategies designed for your unique situation.
*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.
**The Forbes Best-in-State Wealth Management Teams 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.