Meet the Team
CFP®, AIF®, AWMA®, CRPC®
Founder, Wealth Manager
Ken founded WealthGen Advisors, LLC after spending more than fourteen years in the financial advisory industry. During that time, he witnessed a wide variation of technology, expertise and advice models that didn’t always put the client first or optimize their financial situation. WealthGen Advisors was created 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.
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).
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.
Ken earned a B.S. in Finance, from Florida State University. He also has obtained the following designations and honors:
Master’s in Financial Planning candidate: Anticipated completion December 2023.
Certified Investment Management Analyst Program at Yale University
Certified Financial Planner®
Accredited Investment Fiduciary®
Accredited Wealth Management Advisor®
Chartered Retirement Plan Counselor®
40 Under 40 by the Tampa Bay Business Observer’s 2022 Class.