Ken has been a Financial Advisor for over 32 years. His practice is focused on building long-term relationships with high net-worth clients and closely-held business owners. He works with client families to develop an overall financial strategy and execute their wealth management plans, including investments and integrated tax and estate planning. In addition to managing their financial investments, Ken works with families and business owners to develop wealth transfer strategies. A significant part of Ken’s practice involves establishing and servicing retirement plans for businesses and individuals. He is licensed in 26 states and he earned the Certified Financial PlannerTM designation in 1990.
Ken lives in Brick, NJ with his wife of 30 years, Lori. They enjoy spending time with their three sons.
Education
- BS Business Administration, Montclair State University
Licenses
- Life and Health
- Series 6, 7, 22, 63
- Series 24, 26
