CFP

® is committed to helping you feel more confident about your finances. Ken is a

Certified Financial Planner

™ and has a B.S. in Business Administration with an emphasis in Information Systems. He holds California Insurance License #0H39524.

Prior to founding Meritage Wealth Advisory, Ken spent over twenty years as the third generation working in, and eventually running, his family's business. After careful planning and preparation, his family successfully completed the sale of that business. During that process, Ken realized how much he enjoyed

financial planning

and decided to start Meritage Wealth Advisory so he can help others achieve their financial goals.

Ken is an active member of the East Bay chapter of the Financial Planning Association and currently serves on the Career Development Committee. He is also a member of the Tri Valley Estate Planning Council. When not working, Ken and his wife enjoy hiking and camping.

Can we help you achieve your goals? Contact us today to set up a free, no-obligation meeting to discuss how we can help.