Ken Corlett, a practicing CERTIFIED FINANCIAL PLANNER™  professional since 2001, has more than 20 years of financial services experience.  

Ken specializes in the art of creating an inspiring financial future, getting the most out of retirement and family legacy planning.  He has extensive experience in seeing the big picture, planning and simplifying the financial side of life to free up his clients’ lives so they can focus on what’s most important to them. 

Prior to starting his career as a wealth advisor, Ken worked in the tax and real estate consulting fields, which has proved to be a particularly useful depth of knowledge for his California-based clients.

Ken is a multiple year winner of the 5-Star Wealth Manager Award, published annually in San Diego Magazine and has presented his favorite topics on the Financial Planning Association’s KCBQ radio spot, "Financial Planning Tip of the Week."

Ken believes in the virtues of planning and promotes living a balanced life. An avid baseball fan, he also enjoys barbecuing, live music, culture & history, and treasures spending time with family and friends.