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Ken Stern

Ken Stern

CEO
Ken Stern & Associates,
USA

Biography

Ken Stern is the President and Founder of Ken Stern & Associates, a comprehensive wealth manager. Mr. Stern is also a Managing Director of Lido Advisors, LLC where he manages Lido’s wealth planning strategies and family office services. Mr. Stern developed the Alpha SystemTM in response to a need for a customized wealth plan, comprehensive estate protection as well as a personalized legacy component. He has earned the title of Certified Financial Planner from the College of Financial Planning in Denver, Colorado. Mr. Stern is the author of seven personal finance/retirement books and an accomplished speaker. He has appeared on such national shows as The Today Show, CNBC Money Talk, Power Lunch, Marketwatch and CNN. He has been quoted in several periodicals including Fortune, New York Times, and Miami Herald.Ken Stern is the President and Founder of Ken Stern & Associates, a comprehensive wealth manager. Mr. Stern is also a Managing Director of Lido Advisors, LLC where he manages Lido’s wealth planning strategies and family office services. Mr. Stern developed the Alpha SystemTM in response to a need for a customized wealth plan, comprehensive estate protection as well as a personalized legacy component. He has earned the title of Certified Financial Planner from the College of Financial Planning in Denver, Colorado. Mr. Stern is the author of seven personal finance/retirement books and an accomplished speaker. He has appeared on such national shows as The Today Show, CNBC Money Talk, Power Lunch, Marketwatch and CNN. He has been quoted in several periodicals including Fortune, New York Times, and Miami Herald.

Research Interest

Financial Planning & wealth planning strategies