Ken Waltzer
Senior VP, Financial Advisor at Wealth Enhancement Group
- Role
- SVP, Financial Advisor at Wealth Enhancement
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Ken Waltzer
Equally at home with investing, medicine and music, Ken has often been called a…
Experience
SVP, Financial Advisor
Oct 2023 — Present · Los Angeles, CA, US
Wealth Enhancement Group is an independent financial planning firm with a team approach to comprehensive planning and a commitment to long-term client relationships.Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment advisor. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC.
Education
Baylor College of Medicine
MD, Medicine
1980 — 1984
Harvard University
BA, Psychology & Social Relations
1976 — 1980
Harvard T.H. Chan School of Public Health
MPH, Health Policy & Management
1984 — 1985
Skills
- Financial Planning
- Financial Analysis
- Venture Capital
- Leadership
- Public Speaking
- Management Consulting
- Strategic Partnerships
- Team Building
- Strategic Financial Planning
- Organizational Development
- Business Strategy
- Program Management
- Strategy
- Training
- Private Equity
- Asset Management
- Coaching
- Strategic Planning
- Portfolio Management
- Mergers
- Start-Ups
- Investments
- Executive Management
- Business Planning
- Healthcare
- Business Development
- Wealth Management
- Risk Management
- Mergers & Acquisitions
- Entrepreneurship
- Due Diligence
- Finance
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