Ken Terpening
Ken Terpening
Wealth and financial advisor
- CERTIFIED FINANCIAL PLANNER ® practitioner
- 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
Specialties
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 PLANNER ® practitioner and a Certified Portfolio Manager®. Ken lives in Ballston Lake, NY with his wife and three children.
CFP Board owns the mark CERTIFIED FINANCIAL PLANNER ® in the U.S.