What is Ken's Qualifications to be your Financial Coach and Daily Money Manager?
Ken is an experienced money manager who teaches, helps, and supports his WalletWise clients toward financial wellness. He guides them by unpacking their financial picture, creating a plan, and helping clients carry out the plan. Ken has experience as a trustee for family estates. Ken has a UNF degree in real estate and urban land economics (lots of finance), was a real estate appraiser, developed a mobile home park and moved a US Post Office. He has owned 3 successful businesses and is a math teacher (to give back to the community). Ken taught personal finance to his math students when that was a thing and taught personal finance to adults, through a biblical studies course, called Crown Ministry.
Is Ken a licensed Certified Financial Planner? Have they taken the series 7 or series 65 exams?
The CFP accreditation is one determination for finding a financial planner but not the only one. They take most securities exams like the Series 7 or Series 65 to sell investment products. Products like stocks, bonds, ETFs, and mutual funds. CFPs may manage client assets; and this is not something we do. We provide investment education for our clients; we’re not selling products or managing assets.
Ken is a candidate for AFC Accredited Financial Counselor, AFC®.
From the AFCPE website:
The gold standard: Comprehensive life-cycle financial education, providing the knowledge and skills to assist clients in complex financial decision-making.
An Accredited Financial Counselor® (AFC®) can:
· Address your immediate money challenges.
· Create a plan to achieve your unique goals & dreams.
· Build a sustainable foundation for long-term financial well-being.
When you work with an AFC® professional, you receive financial education and guidance specific to your unique situation. An AFC will never sell financial products.