Ken joined the team in the spring of 2022 when his firm, Personal Financial Advisors, merged with MONECO. Ken established Personal Financial Advisors in 2000 after a 25 year career in banking at Citigroup where he rose through the ranks of finance to become the CFO of Citi’s NE Retail Bank, the President of Citibank CT; and when he left Citigroup in the summer of 1999, he was the Chairman and CEO of Citigroup’s US Retail Brokerage Company. Ken is a CPA and CFP. Ken uses his extensive finance and investment skills to help small businesses and individuals build personalized financial plans and investment strategies to pursue their long-term goals. He excels at cutting through the complexities of finance and investing, and educating clients about their financial alternatives so they can make informed financial decisions. He prides himself in making the complex understandable. Since 2000 Ken has helped guide numerous clients through multiple market cycles and helped them pursue their financial goals be it funding a child’s education or working towards a secure retirement. Ken was a 40 year Connecticut resident where he and his wife Teddy raised 2 sons both of which are now accomplished entrepreneurs in their own right. Ken and Teddy now make their home in Naples, Florida.
Get to know Ken...
Favorite part about working at MONECO: Working with a like-minded group of highly qualified professionals who combine their significant skills with a real empathy for their clients to help them pursue their life/financial goals.
Favorite thing to do outside of work: Spending time with family and friends and playing the maddening game of golf
What I enjoy most about what I do: Using my finance and investment knowledge to help people pursue their life/financial goals, and turning clients into life-long trusted friends
Biggest challenge: Guiding clients through challenging market environments
Favorite….
Quotation: "Any problem you can fix with money, isn’t a problem"
Vacation: Any family trip, but especially to places where the weather is nice
TV Show: NCIS, Magnum PI
Music: Country Western
Sport Team: NY Yankees, NY Giants