Ken transitioned from his early career as a CPA to offering financial advisory services through Ameriprise Financial for 10 years. He then joined MetLife as part of Barnum Financial Group over a decade ago, focusing his practice on wealth planning, investment management, and financial literacy. Today, Ken is part of Barnum Financial Group’s Harbor Oak Team, where he continues his commitment to helping clients achieve financial security and peace of mind.
At Barnum Financial Group, Ken is supported by a network of internal consultants that are experienced and trained in individual and business planning strategies. They use advanced analytical tools and provide comprehensive case consultations that help deliver sophisticated strategies and timely ideas.
Ken is a CERTIFIED FINANCIAL PLANNER® professional, the recognized standard of excellence for competent and ethical personal financial planning. He also holds Chartered Advisor for Senior Living® designation, which prepares financial advisors to lead clients from middle age through retirement and assist them with the management, preservation and transfer of wealth. He also shares his knowledge and insights as a seasoned presenter for a corporate education program. To date, he has led sessions and facilitated discussions that have helped educate employees at companies across the greater New York area on the subject of retirement and financial planning.
A life-long resident of New York, Ken enjoys travel and golf. He is an avid runner and has participated several times in the New York City Marathon.
*Licensed but not practicing
Kenneth is licensed and registered to offer products and services in NY. Licenses and registrations will vary.
Domiciled in NY AR Insurance License #419980 | CA Insurance License #0G59567
Check the background of this investment professional on FINRA’s BrokerCheck