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Ken Recchia
Financial Advisor
My Background
With over thirty-one years of experience in financial services, I am dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. I focus my efforts on education opposed to selling a product. My extensive experience - throughout major shifts in the markets - enables me to structure balanced portfolios to address clients specific financial goals, I can help.
Before entering the financial services industry, I graduated from Cal Polytechnic State University with a degree in Business Administration. Now a First Vice President - Investment Officer with the Arroyo Grande office of Wells Fargo Advisors, I take pride in putting you the client 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. And my commitment doesn't end there. I have been an active member of the local community for thirty-one years. I currently live in Shell Beach, CA.
I look forward to extending my services to you and your family. Together, we can discuss financial strategies designed to fit your unique situation.
California Insurance License # 0B62526 Resident State: CA
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