Ken R.

About Ken R.

In terms of finances, I can help you see where you are today, identify where you want to go, and put together a range of options to get you there. Your plan will help you make the most of what you already have, no matter where you\'re starting from, and give you a clear snapshot of your financial big picture.Whether it’s shorter‑term goals like managing day‑to‑day expenses, or longer‑term ones like saving for a new home or retirement, your financial plan will show how you\'re tracking, help you understand what’s working, and point out any gaps. Looking across all your goals, you’ll get personalized recommendations and strategies to grow your wealth while keeping everything protected.I also work with businesses and corporate retirement plans—helping employers and their teams design, manage, or improve retirement strategies alongside individual financial goals. Together, we’ll determine the right moves to make today and later—your plan is based on your priorities. As those priorities change throughout life or business, we’ll shift the financial strategies too, so your plan stays flexible and you stay on track to meet goal after goal.

Experience

1. Financial Representative

   Northwestern Mutual

   Dec 2025 — Present · Los Angeles, CA, US

Education

• University of Southern California

  Bachelor of Science - BS, Business Administration/Finance

• University of Southern California

  Bachelor of Science (B.S.), Business Administration (Finance)

  1989 — 1993