Meet the Team at Ken Stern & Associates
We are unique. Our team-based approach is designed to provide a myriad of financial resources at one center, including personalized investment strategies, intensive market evaluations from our in-house analysts, and comprehensive financial and investment planning services such as asset protection, estate planning, retirement planning, and tax planning.
We are independent. We answer specifically to you, our client. As your family CFO, we are evaluated on performance and service, and hold ourselves accountable for your family’s wealth success throughout your lifetime and throughout your legacy.
We are committed to you. Our consultants have an inexhaustible commitment to your financial well-being. We provide a financial oversight for your life by taking your personal goals and objectives as well as your current plan into consideration and supplying tailor-made solutions. At Ken Stern & Associates, your wealth and financial future are taken personally.
We believe that the foundation of a well-designed wealth plan is a reliable, trustworthy and knowledgeable advisor who listens to your concerns and helps you make informed decisions. Our integrated wealth management approach provides clarity and transparency to the most complex wealth plans. We want to transform your goals into tangible results.
Our wealth consultants at our headquarters in San Diego look forward to meeting with you and discussing your wealth goals and objectives.
Below is a list of the team members at Ken Stern & Associates.
Portfolio Management Team
KS&A Team
- Eric G. Hoffman, CPA
- Ann D. Quinn
- Anish Ramachandran
- Brian S. Hendricks
Contact a Portfolio Manager Today
Each member of our team is committed to the strength of your investments. If you would like assistance with your future investment plans or management of your stock portfolio, a cash flow and financial consultant from our headquarters in San Diego can help. To speak with a representative of our team, contact Ken Stern & Associates today.