Ken Terpening

Wealth and financial advisor
  • Over 15 years of financial advisory and tax planning experience
  • Certified Financial Planner ™
  • Certified Estate Planner ™
  • Certified Portfolio Manager ®
  • Masters Degree in Business Administration
  • A trusted advisor to high net worth individuals and their families
  • Work experience with Goldman Sachs and Fidelity Investments
More About Ken

Ken has been a trusted financial advisor to clients and their families for over fifteen years.  His professional career began at the Ayco Company, L.P,. A Goldman Sachs Company, where he developed a very holistic approach to financial planning.  Pursuant to his time at Ayco, Ken was a financial consultant at Fidelity Investments. Ken graduated from Cornell University with a degree in Applied Economics and Management and he holds an MBA from the University at Albany. Ken is a Certified Financial PlannerTM (CFP®) and a Certified Portfolio Manager®. Ken lives in Ballston Lake, NY with his wife and three children.  

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