Managing Director of KWM Wealth Advisory, Kenneth began his career in finance in 1994. Born and raised in Southern California, he earned a Masters in Global Business and Organizational Dynamics at Pepperdine University and completed extensive graduate studies in China as well as Eastern Europe. Focused on innovation, Kenneth continuously studies emerging trends and technology with the goal of enhancing his clients’ performance and objectives. With the collaborative efforts of KWM Wealth Advisory, Kenneth has helped lead clients through all economic cycles.
He is a frequent instructor of finance at institutions throughout Southern California. Kenneth is a Private Pilot, regularly logging hours in flight with his family and friends.
CA Insurance License Number: 0B96563. Resident State CA.
Despite market volatility and economic uncertainty, clients can pursue their financial objectives and enjoy a “Life Well Lived.”
Many people find that having an independent advisor can provide financial confidence — by clarifying economic complexity, navigating through turbulent markets, and providing a buffer between them and the market.
Discover how KWM Wealth Advisory’s extraordinarily personalized approach to investment planning and management can help you on the road to a Life Well Lived.