Ken is a Senior Financial Advisor at Summitry. He strongly believes in the value of financial planning to guide financial decisions. By going beyond mere numbers and considering clients’ concerns, goals, and aspirations, he instills confidence in their ability to achieve their future objectives. Ken is a CERTIFIED FINANCIAL PLANNERTM professional.
Prior to joining Summitry, Ken earned degrees in Economics and Psychology from the University of California, Santa Cruz. He started his career in financial services with Smith Barney in their Palo Alto branch, which specialized in employee stock option transactions. From there he moved to the Portola Group where his duties included financial planning, tax reconciliations, and relationship management. Most recently before joining Summitry, Ken was a Senior Wealth Manager at Scharf Investments where he worked with clients to develop financial plans, customize their investment allocations, and assist them with tax and estate planning questions.
Ken is a Bay Area native and currently resides in the South Bay with his wife and two children. He enjoys hiking among the redwoods, surfing, diving, beachcombing, and maintaining his large collection of cacti and succulents.
