I have the privilege of serving clients for over 22 years. I first started as a tax planner and felt I could better serve my clients by changing over to financial services which I did in 2009. I feel so blessed that every day I can make a positive, meaningful impact with my clients, my community and my family. Being a financial advisor has allowed me to build tremendous relationships that span multiple generations with many of the families that we serve.
Marya Banniza and I have worked together for the past 11 years.
When you meet with our branch team, you will find that we have honed our process to ensure we are providing the highest level of service to our clients, their CPAs, attorneys, and friends and family they refer. I will never start with recommendations – instead, I focus our attention on what is important to you and what your goals are. Then, I develop a personalized strategy to help you reach those goals. We review those goals at least annually to help ensure that you are still on track and make any adjustments that are necessary due to the changes in the economy or your personal situation.
We find that the clients we work best with value advice and are working on multiple complex goals, such as planning for retirement, creating income in retirement and finally, creating a legacy with the wealth that they have been blessed to accumulate. In addition to working with individual investors, we also work with many successful business owners.
For our business owner clients, we work with their CPA to help implement business retirement plans, key man insurance and succession planning strategies.
Outside of the office, I enjoy spending time with my wife, Bev, and our two children, Tyler (17) and Ashley (14). We enjoy family activities such as game nights, going boating on Lake Mohave, AZ and, of course, school activities. I volunteer my time at our church as well at my kids' high school, St. Anthony, where I spend my time at various events at the school.
- Retirement Income Strategies
- Wealth Strategies
- College Savings
- Estate & Legacy Strategies
- Business Retirement Plans
- Entrepreneurs & Business Owners
My Personal Interests
- Spending Time with Family
- Home Improvement
- Board Games
Phone NumberKen Whittenbury at (714) 995-0665
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