Kenneth M. Helman
Kenneth Helman has served in the financial services industry for nearly 25 years, building long-lasting relationships with clients and helping them gain confidence in their investment planning. He loves meeting new people, learning what matters most to them, and find ways he can help them achieve their goals and dreams.
Ken has always said that nothing matters more to him than family, and he considers his clients an extension of his family. He considers it an honor to have his clients place their trust and confidence in him, he is committed to providing them with only the finest advice and optimum service. Ken and his team provide comprehensive investment planning and manage assets for individuals, trusts, retirement plans, charitable organizations, and businesses. Through a long-term investment approach, Ken helps his clients develop and implement strategies for building wealth and realizing their goals. He specializes in asset management, estate planning strategies, and retirement planning, and feels passionate about leveraging his experience to create plans that help set his clients up for success.
Prior to joining the industry, Ken graduated with a bachelor’s degree in Political Science and Finance from SUNY Albany.
Ken currently lives in Bergen County, NJ, with his wife, Maria, and their two kids, Alexis and Justin. Ken spends most of his free time coaching youth sports, including football, soccer, baseball, basketball, and softball, the latter of which he has been the Commissioner and Head Coach of for the past seven years. Additionally, he has been a board member for Rockland Community College for the past 20 years.