Kenneth Mears

CFP®, CLU, CFS

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Kenneth Mears

Financial Advisor

About Kenneth

Since 1984 Ken has been commitment to helping families develop a comprehensive financial plan with integrated investment and insurance solutions. His focus on building long term client relationships allows him to successfully adapt his client’s financial plans through all stages of their life journey.

Community Involvement

  • Treasurer, Lake County YMCA
  • Vice Chair YMCA East End Board of Managers
  • Chair Lake County YMCA Audit Committee
  • Chair Lake County YMCA Budget and Finance Committee
  • Member Lake County YMCA Investment Committee
Subject Matter Expertise

Financial Planning
Retirement Income Planning
Asset Allocation and Portfolio Design
Senior Planning Issues

Education and Certifications

Certified Financial Planner® (CFP)
Chartered Life Underwriter ( CLU)
Certified Funds Specialist (CFS)

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