Ken is a Certified Financial Planner (CFP®) who focuses on retirement income planning and Social Security strategy. He brings his experience in institutional wealth management and investments, having worked with a major mutual fund company and as an investment advisor at one of the nation’s leading banks.
Ken transitioned his career to focus on individuals and families pursuing financial independence because he believes everyone benefits from a clear plan and from having a trusted advocate on their side of the table. He is passionate about helping clients gain clarity, confidence, and peace of mind in their financial lives.
Originally from Abington, Ken earned his degree in Accounting from Suffolk University. He is a longtime resident of Revere, where he lives with his wife, Louisa, and also maintains a home in Hallandale Beach, FL.