Kenneth Menezes was born and raised in Bombay, India where he attended college and began his career in sales and moved quickly into management. He moved to the United States in 1999 and continued his passion in helping clients navigate change for everlasting success. Being interested in finance and wealth management at an early age, he began to educate clients on the importance of creating solid financial plans for their futures. He finds that traditional thinking, related financial solutions, tools and processes are ill-equipped to maximize true wealth potential. That is why he helps to guide families and professionals through those inefficiencies towards a high level of clarity and confidence that prepares and protects them for their future years in retirement. Ken looks to encourage his clients to learn and take hold of their finances because of the value aligned with it. His satisfaction comes from seeing people succeed and he will jump on any opportunity to help protect a person’s future.
Ken enjoys spending as much time as possible with his wife of seventeen years and his teenage daughter. His unique hobbies include stamp collecting and fly fishing. Ken appreciates the outdoors as he stays active in soccer, tennis, hiking and camping.
- BA Economics and Commerce, St. Xavier’s College
- Nazareth Speakers Academy, Diploma in Public Speaking
- Boston University’s CFP Board-Registered Program
- Life & Health
- Series 7, 66
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian