Meet the Team
CFP®, AIF®, AWMA®, CRPC®
Founder, Wealth Manager
A Florida native, and full-time Sarasota resident, Ken and his family have strong ties to the community. Ken’s parents also operate their own local business and he is heavily involved in the community as a member of both the Sarasota Chamber of Commerce and Manatee Chamber of Commerce. Ken founded WealthGen Advisors, LLC after spending more than fourteen years in the financial advisory industry.
During that time, Ken 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), XYPlanning Network, and the National Association of Personal Financial Advisors (NAPFA).
Ken earned a B.S. in Finance, from Florida State University. He also has completed an advanced investment and statistics program through Yale University. He holds FINRA Series 7 and 66 licenses, as well as the Certified Financial Planner®, Accredited Wealth Management Advisor®, Chartered Retirement Planning Counselor®, and Accredited Investment Fiduciary® designations.