Ken combined forces with the SKG team in 2019 leveraging over 25 years of accounting and investment management experience to provide financial, investment and tax minimization strategies as well as comprehensive retirement and wealth management planning to his valued clients. As a Certified Financial Planner™ professional, he brings a great passion for helping people gain financial security and believes that through education, he can provide his clients with financial confidence. Ken has worked with clients through a variety of economic conditions, his knowledge and perspective helps keep his clients focused on the long-term during times of uncertainty and volatility.
I am licensed and registered to offer products and services in NY. Licenses and registrations will vary.
Domiciled in NY. CA Insurance Lic# 0G59567
CPA®: Licensed, but not practicing.