Ken has over 30 years experience in financial planning. He began his career in 1986 and has a true passion for helping his clients improve their situation and add certainty to their income planning. He helps business owners, professionals and individuals develop and implement plans for retirement security helping them accumulate and safely build wealth.
Ken has earned the (CLU) Certified Life Underwriter, (ChFC) Chartered Financial Consultant and has his (CLTC) Certified in Long-Term Care designations. Ken has been active in the local community, formerly on the board of the Bala Cynwyd Public Library
and Beth Am Israel in Penn Valley. Currently he is the President of the Bala Cynwyd Narberth Rotary Club from 2019-2021. He has been a member of the National Association of Insurance and Financial Advisors (NAIFA) for over 25 years.
Ken is a graduate of the University of Pennsylvania with an individualized major in American Economic History.
- Insurance Strategies
- Investment Strategies (Reg. Reps Only)
- Business Owners
- Retirement Income Planning
- Retirement Strategies
- Charitable Giving
- Business Succession Planning
- Risk Management Strategies
- Estate Planning
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