Kenneth Coan, CFP

As a Financial Advisor, I have focused my 25+ year career on helping clients develop long-range investment plans designed to work towards achieving their financial goals - whether it be cash flow needs, retirement, funding college educations, or planning a charitable legacy. I have been a CERTIFIED FINANCIAL PLANNER® Professional since May 2007. Informed by individualized planning, I then work with each client to design and manage their investment portfolio, aligned and managed to meet clients' stated goals. I achieved a BS degree in Finance in 1987 from Virginia Tech. My wife Mary and I were Northern Virginia residents for over 50 years, but we recently relocated to Rehoboth Beach, DE where we built a home in 2021. Mary and I have four adult daughters and are now empty nesters filling our time with biking, hiking, and spending time with our rescue puppy Lacey. During my daughters' formative years, I volunteered in many school-based activities, from coaching to being a member of the Board of Governors for Paul VI High School. Now, Mary and I spend time supporting several local charities. Resident State: DE