Wealth Management and Protection

Ken is a CERTIFIED FINANCIAL PLANNER™ professional who holds a law degree and a master's degree in taxation.  He works with individuals, business owners and charitable organizations.  Ken helps clients reach their financial and life planning goals.  He engages in comprehensive fact finding and problem solving.  Ken often works with other professionals, including accountants and attorneys, to help create coordinated and multi-disciplined strategies for clients.  As a registered representative of AXA Advisors, LLC, he recommends and sells life insurance and financial products, where appropriate.

Ken is a member of the Million Dollar Round Table, the Estate Planning Council of the City of New York, the Society of Financial Service Professionals, the Financial Planning Association, the Planned Giving Group of Greater New York, and the Planned Giving Advisory Council of Lighthouse International, a New York City based non-profit.  Ken is also an attorney admitted to the Bar in New York and New Jersey.

Ken is a frequent speaker and conducts continuing education workshops for accountants and attorneys and delivers lectures to members of the general public. Topics have included Estate Planning for Incapacity and Death; Strategies for Charitable Planning; Financial Planning Through Job Transition; and Life Insurance Policy Review for Trustees, among others.

Ken earned his M.S. in Taxation from Seton Hall Universtiy; J.D. from Quinnipiac University; and B.A. in Economics from Fairfield University.

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

AXA Advisors and AXA Network do not provide tax or legal advice.