How I Can Help You
Kenneth is a seasoned professional with a passion for helping clients pursue their financial goals through personalized planning and guidance. He has honed his expertise in working with individuals, families and business owners by conducting thorough assessments of their financial situations and collaboratively crafting strategic plans to help them pursue their objectives. By meticulously evaluating their resources and priorities, Kenneth seeks to equip clients with the knowledge and confidence to navigate their financial futures with clarity and purpose. Through his wealth of experience in private retirement plans and a Certified Plan Fiduciary Advisor designation under his belt, he also excels in demystifying complex benefit packages for his clients.
What Makes Me Knowledgeable
Kenneth joined Pence Financial Group in 2024 to serve the Southern California community through his offices in Valencia and Lancaster. His career began in 2015 with a focus on life insurance, and he quickly embraced the benefits of a comprehensive approach to personal financial management. Kenneth’s commitment to professional development led him to earn a Certificate in Personal Financial Planning from the UC Berkeley Extension program, further enhancing his ability to provide comprehensive guidance tailored to each client’s unique circumstances. Kenneth is licensed to provide investment advice in California and holds the FINRA Series 7 and 66 credentials with LPL Financial, along with resident insurance licenses in Life and Health.
Getting to Know Me
Outside the office, Kenneth values time with his wife, Rosie, and their beloved dog, at their Pacific Palisades home. He also enjoys immersing himself in the vibrant car culture of Southern California, indulging in scenic drives and appreciating the beauty of the Angeles National Forest during his picturesque commutes. Additionally, Kenneth nurtures his love for literature and exploration of the outdoors through hiking adventures.