Ken started at Integrity Wealth Management in 2017 and quickly became an invaluable asset. He prepares financial plans, creates and maintains investment accounts, executes trades and does research projects for our firm’s clients. In addition, Ken handles insurance servicing for the firm’s clients.
Ken spent the first part of his career practicing as a CPA with Touche Ross, one of the original “Big 8” accounting firms. In 2000, Ken stepped into the financial industry starting then with Merrill Lynch. Since 2003, Ken has worked with independent broker dealers as a registered representative gaining experience in helping individuals and their families with various financial planning needs including retirement, education, tax and life insurance planning.
Ken was born in Hollywood and has lived in California ever since. For over 20 years he has lived in Orange County with his wife Julia, who teaches first grade in Mission Viejo. Since their two children are now grown, they enjoy spending their free time with their horses and dogs. Julia enjoys showing her horses in western pleasure competitions, and they both enjoy riding the beautiful trails in and around San Juan Capistrano.
- Bachelor of Science, Accounting – California State University, Northridge
- Financial Industry Regulatory Authority (FINRA) Series 7 and 66 license holder
- California-licensed insurance professional
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