Ken Carraro (CFP®)
Ken Carraro focuses in the
following client markets or areas of practice:
- Business Owners
- High Net Worth Client Needs
- Hourly
- Investment Advice without Ongoing Management
- LGBT Couples and Families
- Retirement Planning & Distribution Rules
- Business Owners
- High Net Worth Client Needs
- Hourly
- Investment Advice without Ongoing Management
- LGBT Couples and Families
- Retirement Planning & Distribution Rules
Planning Specialties
You're a Do-It-Yourselfer - DIY - You do your own investing. You've got this - but want long-term comprehensive planning, a second opinion and a professional's help to reach your summit without an ongoing investment fee. Financial independence motivates you whether to retire early or right on time.
You've decided to take charge. You'd like help navigating all the financial choices but know that with a little help you'll be prepared to climb the mountain. Maybe you've never invested but know you need to get started.
I enjoy the big-picture work of comprehensive but am equally delighted to work on specific projects that you might have. For some, retirement is a long way off. In that case I offer a "Deep Dive Action Plan" that addresses ten or more key topics to help establish a strong financial foundation that will help launch your life's journey. Your future self will thank you!
Additional Information
My career has taken me far and wide in the financial world. My most satisfying work has been helping individuals and families reach their financial goals. In a previous role, I served very affluent clients. My goal now is to democratize the wealth creation process and to make the same expertise available whether you’ve got millions or only hundreds to invest.
Discussing personal finances is one of the biggest taboos in our society. It can be a sensitive and vulnerable topic to explore. I enter into these discussions with the utmost respect and gratitude for where you are right now and for what you want to achieve.
NAPFA Start Date
March 22, 2024
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