Wisely Advised Financial Planning

Ken began his Financial Planning & Investment Advisory career at Wisely Advised as an intern in 2021. During his two-year internship Ken learned firsthand what it takes to be a top performing advisor. 

Throughout his time with Wisely Advised Ken realized that by putting himself in his client’s shoes he was able to view their desired financial outcomes. Together Ken works hand in hand with his clients to understand each of their financial goals so that he can formulate a plan to help them achieve their desired outcomes.