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 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 Wells Fargo Advisors Platinum Council Advisor for the years 2017-2024. The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.
Ken has also been recognized as one of Forbes Best-In-State Wealth Advisors for years 2019-2024.
The Cariota Cicillini Latz Group of Wells Fargo Advisors, has also been recognized in 2023 & 2024 as one of 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 investment strategies designed for your unique situation.
*2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com).
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).
2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com).
Kenneth Cariota, MBA
CA Insurance License Number: OK84755. Resident State NJ
• Managing Director - Investment Officer
• Fundamental Choice Portfolio Manager
2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com). 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19 (Source: Forbes.com).
• 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18 (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.
**2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com).
2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com).
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.
Wells Fargo Advisors is not a legal or tax advisor.