Kenneth E. Boone Wealth Management
About
We help our clients clearly define their vision of their financial future based upon what is important to them and their values. By clearly defining their vision for their ideal future we can then structure a wealth plan to get them there.
For over 37 years I have been guiding, and directing my clients based upon what's important to them in life using their wealth to map out a successful wealth plan of action to make their financial vision a reality.
I am passionate about helping our clients and new clients make decisions that will allow them the freedom to pursue what is important to them.
We welcome a complementary meeting to have a conversation.
www.kenboone.com
209-847-3700
I enjoy serving our cleints and making their dreams, values and goals become a vision that is attainable. I have a passion and joy to be able to make what is important to our clients become a reality.
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Frequently asked questions
What is your typical process for working with a new customer?
We offer a complementary meeting to have a conversation. During this conversation we will ask them to discribe what is important to them and what they are looking for in a wealth planner. It helps us undertand them and their values and helps us set up realistic expectations.
What education and/or training do you have that relates to your work?
I am a wealth planner, 3-21 fiduciary with over 35 years experience. I have a team which include 11 Nobel Prize winners and staff of CFA's, and CFP's in a back office relationship.