Kenneth A. Stern
CEO, Founder, Managing Director
CA Insurance License #0797337
Phone: (858) 485-0404 Ext. 113
“At Ken Stern & Associates, we strive to help individuals make more money, pay less tax, and preserve their life savings.” – Ken Stern
Kenneth A. Stern is the author of six top-selling personal finance/retirement books including: Secrets of the Investment All-Stars; Senior Savvy; 50 Fabulous Places to Retire In America; Safeguard Your Hard Earned Savings; Comprehensive Guide to Social Security and Medicare, and To Hell and Back.
An accomplished speaker, he has appeared on such national shows as The Today Show; CNBC Money Talk; Power Lunch; Marketwatch and CNN. They have called upon Mr. Stern for his advice regarding the financial markets. In a letter to Mr. Stern, Katie Couric of NBC’s THE TODAY SHOW states; “Information like this will come in handy sooner than I realized.” He has been quoted in several periodicals including Fortune, New York Times, and Miami Herald.
As host of the NEW Alpha Hour radio show on 760 KFMB, San Diego Talk Radio and Chicago’s Newstalk WIND 560 AM; Mr. Stern is able to provide listeners with complicated financial information in an easy to understand format. He has been a guest on literally hundreds of radio shows nationwide as well as a regular guest on the Money in the Morning show with George Chamberlin, heard on KOGO 600 AM.
In addition to sharing his experience on the radio, Mr. Stern is also the financial expert for San Diego 6 News in the Morning.
Mr. Stern is President and Founder of Asset Planning Solutions, Inc. and Ken Stern & Associates, provider of managed portfolio solutions, wealth planning strategy and family office services. Since the company’s inception in 1998, Ken Stern & Associates has been recognized as a leader among wealth management firms. Mr. Stern and the firm have made the Wealth Manager Top Dog list for five out the past six years and have also been ranked on the 5 Star Wealth Manager for San Diego Magazine for five years running.
Ken Stern developed the Alpha System™ in response to a need for a customized wealth plan, comprehensive estate protection as well as a personalized legacy component. This system addresses the needs of investors who tend to require more personal attention than can be provided by the discount brokerage firms and who do not quite qualify for a single family office.
He has earned the title of Certified Financial Planner from the College of Financial Planning™ in Denver, Colorado.
Originally from Farmington Hills, Michigan, Mr. Stern enjoys spending time with his family, traveling, skiing, public speaking, writing, and reading.
* Only firms that meet the following criteria qualify to be considered for the Wealth Manager evaluation: Registered Investment Advisors with the SEC; must offer other financial planning services; minimum assets under advisement are $50 million; more than half of firm’s client base must consist of “individuals” or “high-net-worth individuals” as defined by the SEC; The Weatlh Manager ranking excludes banks, broker-dealers, trust companies, and firms that are branches of independent broker-dealers.