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 has also earned the Certified Plan Fiduciary Advisor (CPFA) to help create and properly maintain employer sponsored retirement plans. Ken genuinely enjoys helping his clients pursue their financial goals through thoughtful comprehensive financial planning and intuitive investment management.
Ken lives in Cotati with his wife Jackie on a small plot they passionately call "Winefarm". They have five kids together, all on wonderful life journeys of their own. Ken enjoys tending to the gardens, flower beds, and vineyards with his two dogs Leo and Lulu. He also enjoys cooking, fishing, skiing, traveling, seeing live music, and spending time with his family and friends.
Ken Weise AAMS®, CPFA
Owner / Wealth Advisor / Portfolio Manager
Registrations held through LPL Financial: Series 7, 63
Registrations held through LPL Financial and Mariner Independent Advisor Network, LLC: Series 66
CA Insurance Lic # 0D47499
(707) 584-6690