Ken joined Crux Wealth Advisors in 2020 as a Financial Advisor in our Torrance, CA office. In the following years, he played a pivotal role in Crux’s business growth by establishing a new branch in Stevenson Ranch, CA. Before becoming a part of our team, Ken was a Financial Advisor for 13 years with Waddell & Reed. He attended the College of the Canyons and the California Institute of the Arts.
Ken is continuously researching the latest industry trends and keeps up with various professional organizations to stay current for the benefit of his clients. Helping others make their goals come to fruition is the ultimate reward for Ken.
Simply put, Ken is invested in the lives of his clients. He believes that preparing his clients with a solid knowledge base is imperative to reach their objectives. With his keen attention to detail and service-oriented approach, he strives to be an unbiased sounding board for any client questions.
Ken is also known for being a go-to person when it comes to solving issues. He has the unique ability to take complex problems and unpack them into digestible and relatable terms for his clients, which is especially valuable in an ever-changing and multifaceted industry.
I like to live my life on the go; always welcoming the fast pace, both personally and professionally!
When I’m not working, I really enjoy spending time with family and friends, listening to music, and working out. I love to travel, in part because it gives me the opportunity to check out new restaurants and hotels. I’m also a huge fan of the UFC. I admire the hard work and training their athletes dedicate to preparing for each match.
Crux Wealth Advisors is a Registered Investment Adviser (“RIA”). Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. The information on this website is for general information only. It does not constitute investment advice, or advice on tax or legal matters. Investment advice will only be given after a client engages our services by executing the appropriate investment services agreement and shall be subject to the terms and conditions therein. Crux Wealth Advisors renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion. All investments carry risk, and no investment strategy can guarantee a profit or protect from loss of capital. Past performance is not indicative of future results.
