Ken came to WestPac in March of 2015 with ten years of experience in the financial services industry. As Managing Director of the firm’s San Diego office, he has many roles. First and foremost, Ken is responsible for managing a team of advisors. His San Diego team consists of former physicians, attorneys, athletes, investment analysts and financial advisors. His passion for developing new agents into successful advisors has helped Ken achieve outstanding success. Ken also focuses considerable time on building his personal practice, which consists of local medical and dental businesses, individuals, family trusts and estates.
Ken often remarks, "When I first started in this career, I thought everyone who seemed successful around me was taken care of, so I didn't reach out to them. Over the past few years, I realized that, not only are these people not taken care of, but it is my job to help them. As advisors, our role is to provide strategies that may help build and protect our clients' income and wealth potential and their families' net worth.”
Ken grew up in Cleveland, Ohio. His parents were both hard-working immigrant doctors. As part of a family of talented musicians, Ken played guitar and violin in his youth and worked for his father's firm from age 15 through graduate school. Initially considering a career in medicine, Ken studied pre-med in college and earned his Bachelor’s degree in Biology. Following his undergraduate studies, Ken continued his education and earned an MBA in Finance. Ken married his lovely wife, Dounya, in 2007 and the couple has two amazing sons, Cyrus and Kian. He and his family currently reside in north San Diego County where they are actively involved in their community.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 4275 Executive Square #800 La Jolla, CA 92037 619.684.6400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License #0F30372 l 2020-95118 exp. 2/22