Founded over two decades ago, Ken Stern & Associates, Inc. is an independent, fee-only wealth management firm based in San Diego, California. The company operates as a fiduciary, legally and ethically bound to act in their clients' best interests. They specialize in creating customized financial plans and investment strategies for individuals, families, and business owners, focusing on areas such as retirement planning, investment management, and overall wealth management to help clients achieve their long-term financial goals.

Founded in

Canada