Roles and Responsibilities

Ken oversees the operations of the Allmerits Asset and its investment advisor representatives. He also works with third party money managers, insurance carriers, and other financial institutions for optimizing the investment, financial, and insurance solutions for our clients. He provides ongoing training for advisors to develop their investment management expertise and client relationships skills. He’s constantly involved in searching and adapting for the better solutions for portfolio construction and management for our clientele.

Career History and Focus

Ken has been in the investment and financial services industry since 2002. He started his journey in the industry as a Registered Representative at AXA Advisors providing investment and financial solutions for his clients. He also worked at John Hancock as a financial advisor before moving onto the independent channel in 2012. He joined Allmerits Financial as a partner in 2018 and co-founded Allmerits Asset, LLC, a registered investment advisor, and has been serving the firm as a managing member and its principal. His primary focus is on private asset management for individuals and entities such as trusts, pension plans, and corporations.

Professional designations

Ken holds the Certified Investment Management Analyst, CIMA®, and Certified Financial Planner, CFP®, designations. 

Education

Ken received a bachelor’s degree in economics from the University of Irvine, California in 1994. He also completed Yale School of Management Executive Education program for CIMA® in 2023.