Owner/Wealth Advisor-Portfolio Manager
A native of Sonoma County, Ken has been a financial advisor since 2001. In order to better serve his clients, he earned the AAMS® (Accredited Asset Management Specialist) designation from the College of Financial Planning. Ken truly enjoys helping his clients pursue their financial goals through thoughtful comprehensive financial planning.
Some of his community activities include
- Community Voice newspaper, contributor
- Redwood Empire Boy Scouts Council - Board Member - Endowment Committee
- Rohnert Park Chamber of Commerce, member
Ken lives in Cotati with his wife Jackie and his children, Kelsey and Evan. He loves cooking, making award-winning wines, listening to music, and spending time with his family and friends. He also enjoys traveling, playing golf, and occasionally, a little fishing.
Ken Weise AAMS®
Registrations held through LPL Financial: Series 7, 63
Registrations held through Strategic Wealth Advisors Group: Series 66
CA Insurance Lic # 0D47499