Meet the Team

Ken Hargreaves, CFP®, AIF®, AWMA®, CRPC® founded WealthGen Advisors, LLC after spending more than seventeen years in the financial advisory industry. During that time, he witnessed a wide variety of technology, expertise, and advice models that didn’t always put the client first or optimize their financial situation. WealthGen Advisors was created in Sarasota, Florida to provide high-tech, high-quality, independent, and personalized advice that taps into the most up-to-date investment philosophies, income distribution, and tax mitigation strategies to optimize client outcomes. All this, delivered in a low-fee, commission-free atmosphere, that puts the clients’ interest above all things. Our goal is to be the best fiduciary advisory firm in Sarasota for high-net-worth individuals and growing families.

Prior to founding WealthGen Advisors, Ken spent almost a decade in New York and then Texas as Vice President at The Capital Group, a $2T global investment manager serving institutional clients and pension funds. He also served as director to a registered investment advisory firm in Florida, where he specialized in managing investments, family and small business financial planning, and retirement income optimization analysis and strategy. Ken is a frequent speaker on Financial Planning topics and has served on the board of directors for the New York City Financial Planning Association. He is a member of the Investments and Wealth Institute (IWI), Financial Planning Association (FPA), and the National Association of Personal Financial Advisors (NAPFA).

Ken earned a Master of Science in Personal Financial Planning from the College of Financial Planning, the originator of the CFP® program and earned a B.S. in Finance, from Florida State University.  He has completed the Certified Investment Management Analyst Program through Yale School of Management, received his Certified Financial Planner®, Accredited Investment Fiduciary®, Accredited Wealth Management Advisor®, and Chartered Retirement Plan Counselor® designations.  Ken was also honored as the recipient of the 40 Under 40 by the Tampa Bay Business Observer’s 2022 Class and is both an advisory board member and chair of the board for the USF Sarasota-Manatee College of Business and also serves on the advisory board of the USF Muma College of Business.

On a personal note, Ken is deeply rooted in the Sarasota community; he and his wife are proud parents to two young sons, his parents are local business owners, and he’s an active member of both the Sarasota and Manatee Chambers of Commerce.