Ken’s passion is assisting individuals and business owners as they navigate their financial lives, overcome various challenges, and ultimately achieve their goals. Since 2003, Ken’s provided clients with comprehensive and customized solutions for their retirement, investment, tax, and estate planning needs. He's currently a Financial Planner at Falcon Wealth Planning where he works directly with clients to create comprehensive plans using efficient tax strategies.

Ken holds a Bachelor of Science degree in Finance from California State University at Long Beach. Prior to joining Falcon Wealth Planning, Ken helped a start-up in Silicon Valley become the 20th fastest-growing privately owned company in the Bay Area. Later, Ken founded and later sold a successful insurance & financial planning practice that he owned for over 20 years.

Ken is a past board member of Big Brothers Big Sisters and Rotary International. Ken’s passion for distance running also led him to serve on the board for Oregon Track Club Masters. He’s also a three-time finisher of the Boston Marathon. Outside of work, Ken’s pastimes include mountain biking, surfing, and traveling with his wife Shasta.

Professional Designations & Licenses
• Certified Financial Planner™ (CFP®)