Ken began his career in the financial services industry in 1998. He received his designation as a CERTIFIED FINANCIAL PLANNER™ (CFP®) from the College for Financial Planning.
Ken also holds two other professional designations:
- Chartered Retirement Planning Counselor (CRPC®) through the College of Financial Planning.
- Retirement Income Certified Professional (RICP®) through The American College of Financial Services.
Ken has life and disability insurance licenses through the California Department of Insurance. He is also an investment advisor representative with Professional Planning and a registered representative with Mutual Securities, Inc. He is able to help clients with stocks, bonds, ETF’s, annuities and mutual funds as well as providing financial advice.
Born in 1961, Ken graduated from the California State University of Northridge. In addition, Ken is Past President of Temple Adat Elohim. He plays tennis and enjoys yoga. Ken has been married for over 30 years and has two adult children.
Ken’s mission statement: “Our goal is to actively listen to our clients, to fully understand their dreams and aspirations, and to utilize sound investment and financial planning to achieve those goals.”