Ken Vander Kooi, CFP®

Senior Financial Advisor

About Ken

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.

Q & A

  • What drew you to the Bay Area? (If you’re a native, what kept you here?)

    As a Bay Area native, I stayed due to the wealth of professional & outdoor opportunities available. The Bay Area will always be home, and I have enjoyed watching it grow and change throughout my lifetime.
  • What are your favorite pursuits outside of work?

    Outside of work, my wife and I love to hike, spend time in and around the ocean, and share the wealth of wonderful Bay Area experiences with our two children. I also maintain a large collection of cacti and succulents, some of which were inherited from my father and date back to the early 1970s.
  • If you volunteer for a charity, which one(s) and why?

    Nothing formal, but I have been involved with the Surfrider Foundation and a member/supporter of the Monterey Bay Aquarium since its inception. The Pacific Ocean is a wonderful resource and I strongly feel we must protect the diversity of life on our shores as well as educate future generations on its treasures.
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Alejandra Torres

Trader & Data Specialist