About Kenneth

Kenneth Mears is a Financial Advisor for Marcum Wealth. With over 15 years of experience in financial services, Ken’s focus is helping clients through financial planning, investment management, and client service.

Community Involvement

  • Treasurer, Lake County YMCA
  • Vice Chair YMCA East End Board of Managers
  • Chair Lake County YMCA Audit Committee
  • Chair Lake County YMCA Budget and Finance Committee
  • Member Lake County YMCA Investment Committee
Practice Focus

Financial Planning
Retirement Income Planning
Asset Allocation and Portfolio Design
Senior Planning Issues

Education and Certifications

Certified Financial Planner® (CFP)
Chartered Life Underwriter ( CLU)
Certified Funds Specialist (CFS)