Ken is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Consultant. Joining our team in 1990, he provides extensive and comprehensive financial planning for professionals, business owners and retirees, with over thirty years of financial sector experience. He graduated from California State University, Sacramento, CA and is a member of the Financial Planning Association. A native of Sacramento, CA, Ken participates on the Board of Directors for the Hemispheres Arts Academy – an after-school program for children. He enjoys playing golf and traveling.
- What funny story do you remember from your childhood?
I poured a bottle of Clorox bleach on the sofa. And yes, it had to be reupholstered.
- What is your dream occupation?
A comedy writer or political consultant.
- Do you have any hidden talents?
I can recite the names of every US President. I’m also a Beatles trivia expert.
What do I enjoy most about being a financial planner?
I enjoy knowing that I can make a difference in people’s lives working with them to meet their retirement goals.