Vanderbilt is happy to welcome one of our newest Financial Professionals, Ken of Retirement Optimization Group, and his team.
Ken is a dedicated financial services professional, with over 29 years of experience, committed to the success of each and every one of his clients. He attended SUNY Brockport and obtained his Bachelor’s Degree in Finance. He became interested in financial services starting with the 1987 Crash, after which he developed a passion for helping people avoid the pain & financial loss that event caused.
As a Financial Advisor, Ken prides himself on his ability to look outside the box and develop creative strategies for his clients. He uses his abundant common sense and critical thinking skills to bring clarity and courage to his clients, making it very clear that they are his number one priority.
“After researching 28 firms, we arrived at VFG. Their team exhibited unbridled enthusiasm that was not found anywhere else. They have technology that is industry-leading and unrivaled flexibility to enhance the client experience.” – Ken.
“Ken and his team’s commitment to their clients, paired with their extensive experience and knowledge, will create a strong partnership between ROG and VFG.” – Heidi Distante, Chief Executive Officer
