As a Financial Consultant at Wealth Management Strategies, Ken is dedicated to helping his clients build secure financial futures. His goal is to educate clients so they are able to make informed financial decisions to avoid future obstacles that could derail their financial dreams. Financial planning becomes a process of developing, implementing and monitoring over many years.
Joining the financial services industry in 1994, spending 9 years with Morgan Stanley before joining AXA Advisors in 2005, Ken has gained the experience and knowledge to help his clients develop and implement a comprehensive financial strategy.
Having resided in Orange County for over 23 years, maintaining a strong sense of community and solid professional foundation are very important to Ken. His community activities and profession affiliations include:
- 2006 Tustin Man of the Year
- Member Tustin Host Lions
- Member Tustin Chamber of Commerce
- City of Tustin Community Service Commission, Commissioner.
Ken’s personal interests are sailing, snow skiing, and spending time with family and friends. He resides in Tustin, California with his wife Kristi of 20 years.
Licenses & Certifications
CA Insurance Lic. # 0737638
Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC; in UT as Equitable Network Insurance Agency of Utah, LLC; and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer. Wealth Management Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.