Vanderbilt is happy to announce our newest Financial Professional, Kenneth G. Tavernier! Ken is joining us from San Jose, CA.
Ken has 20 years of experience in financial services and holds his Series 7 and 63 licenses. As the President of Tavernier Wealth Management, he specializes in financial planning for individuals and families.
Client relations are the backbone of his business, stating “I consider my clients to be friends and I treat them like family.” Additionally, Ken enjoys spending time with his wife, Shannon, and 3 children. He is an active member of the community and especially enjoys coaching youth lacrosse and flag football. He takes special pride in being a member of the Almaden Valley-Willow Glen Rotary Club where he has served twice as President.
“I chose to join Vanderbilt because I was looking for a firm that had all of the capabilities and services that large independent firms offered, but was nimble enough to move quickly when issues arise. Vanderbilt fits that bill.” – Kenneth G. Tavernier
“Ken prides himself on taking a client-first approach to his business by being open, honest, and available with all his clients. Our firm’s culture strives for all of our advisors to do business the same way, making Ken a great fit for Vanderbilt.” – Heidi Distante, Chief Executive Officer.