Your Team

Kenneth Mears, CFP®, CLU, CFS
Financial Advisor

Professional Experience

Since 1984 Ken has been commitment to helping families develop a comprehensive financial plan with integrated investment and insurance solutions. His focus on building long term client relationships allows him to successfully adapt his client’s financial plans through all stages of their life journey.

Areas of Expertise

  • 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)

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

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