PROFESSIONAL PROFILE

As a Merrill Lynch Financial Advisor, it is Kenneth's goal to be the very best in his field by assisting affluent families, individuals, Corporations and business owners in the development of long-term financial strategies by helping clients with their personal and business finances. He then helps clients organize and set those strategies into action, find solutions and identify opportunities that could influence a client's financial success and security.

Kenneth stresses a disciplined, long-term approach to investing based upon each client’s specific financial needs and risk tolerance. Every client is different, therefore the amount of time and/or frequency needed to provide detailed financial and investment advice and guidance may vary. However, his commitment to every client is unwavering.

Using proprietary analysis, historical data and Merrill Lynch's objective research, Kenneth creates customized investment strategies that are designed to help meet clients expectations and long-term goals.

His goal is to help limit downside risk so that clients can enjoy consistent returns without the kind of volatility that can sometimes make investing an anxious experience.


Kenneth is a graduate of California State University at Sacramento.

He is a Veteran of the U.S. Military having served over ten years in the United States Marine Corps., most notably, as a Drill Instructor and then as a Platoon Sergeant during the Persian Gulf War.

Kenneth holds the series 7, series 63, series 65 and series 31 designations as well as a California Real Estate license, Insurance License and California State Notary Public.