About
Ken is an Assistant Vice President and Financial Advisor for WTB Investment Services, serving clients in Southern Idaho and the surrounding areas. He’s worked as a financial adviser for ten years, during which he’s helped his clients with their long-term financial goals by providing insights on market trends, investment opportunities, and risk management. Ken also tailors comprehensive financial plans and portfolio management solutions for his clients.
Throughout his career, Ken has also shown a passion for working with different teams to provide a comprehensive suite of financial services.
Areas of Expertise
- Asset allocation models.
- Financial planning.
- Retirement planning.
Credentials
- CRPC.
- FINRA Series 7.
- FINRA Series 66.
- Health insurance license.
- Life insurance license.
Education
- BS, Santa Clara University.
- MBA, University of Portland.
- Certificate in Personal Financial Planning, Santa Clara University.
