Brendan Van Cleve

Senior Wealth Manager

CA Insurance License #0F04923

Phone: (858) 485-0404 Ext. 111

We are pleased to announce that Mr. Van Cleve was named as a FIVE STAR: Best in Client SatisfactionSM Wealth Manager for 2008!*

Brendan Van Cleve joined Ken Stern & Associates (KS&A) in 2005. He strives to consistently exceed client expectations by focusing on their specific situation and customizing each account with the objective of achieving long-term investment goals.

Prior to joining KS&A, Mr. Van Cleve was a technical analyst for a leading investment firm, where he gained his extensive investment research and technical portfolio analysis abilities. He ensured that client portfolios were allocated in the proper investment classes and vehicles.

KS&A is committed to educating the senior population about financial issues relevant to their situation and needs. Mr. Van Cleve led the initiative to take this a step further by joining with OASIS, a national nonprofit educational organization designed to enhance the quality of life for mature adults where he regularly presents subjects such as retirement planning, estate planning, and investment strategies.

Mr. Van Cleve graduated from Butler University in Indianapolis, Indiana with a Bachelor of Arts degree in Finance. He holds his Series 7 and 66 securities licenses, as well as a California Life Agent license.

Mr. Van Cleve, a native of the Midwest, was born in Rockford, Illinois. He currently resides in San Diego, where he enjoys spending time with family and friends, swimming, outdoor sports, and sailing.

* This distinction is awarded to wealth managers who have scored highest in client based research conducted by a national independent research company. It is awarded to less than 3% of wealth managers in the San Diego area.