RVP, Wealth Advisor
Ken joined Mercer Advisors in April 2021 as a Wealth Advisor. He had previously worked at Epstein & White in San Diego, CA. He’s been in the industry since 1999. Ken holds the FINRA Series 65 license, is California Life & Health licensed, and has worked in Estate Planning with Mass Mutual for 13 years. Ken studied physics and chemistry at San Diego State University but left to open and operate multiple boating businesses in San Diego. He moved into the financial services world to allow him to spend more time with his family. When he is not working, Ken is either golfing or sailing. He enjoys helping clients plan for their future and retirement.