Kenneth Coan, CFP

For more than 25 years, I have been helping individuals and families navigate important financial decisions with confidence. My approach is centered on understanding each client's unique goals and developing personalized strategies to help them pursue long-term financial success, whether that involves retirement planning, generating income, funding education, preserving wealth, or creating a charitable legacy.

As a CERTIFIED FINANCIAL PLANNER® professional since 2007, I believe comprehensive financial planning is the foundation of successful investing. By taking the time to understand what matters most to my clients, I help design and manage investment portfolios that align with their objectives, risk tolerance, and long-term vision.

I earned a Bachelor of Science in Finance from Virginia Tech in 1987 and have dedicated my career to providing thoughtful guidance and personalized service to clients and their families.

Outside of the office, my wife Mary and I recently relocated to Rehoboth Beach, Delaware, after spending more than 50 years in Northern Virginia. We are proud parents of four adult daughters and enjoy biking, hiking, traveling, and spending time with our rescue puppy, Triscuit.

Giving back has always been an important part of our lives. Over the years, I have volunteered in numerous school and community activities, including serving on the Board of Governors for Paul VI High School. Today, Mary and I continue to support several charitable organizations in our local communities.