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Kenneth Korwin CFP®, CRPC®

Financial Services Representative
103 College Road East - 3rd Fl., Princeton, NJ 08540

Ken Korwin has been in financial services since 2006. Prior to this he spent 30 years in Information Technology where he was an executive for IBM, Apple Computer, and Microsoft and ran his own company for 9 years.  After spending 30 years helping corporations become more productive, he decided to spend the rest of his working life helping  individuals to become more financially  productive and help them achieve their financial dreams.  His focus is on delivering comprehensive, state-of-the-art financial solutions to  select group of executives, business owners, and other successful  individuals and families who have unique planning and wealth management needs.

Mr. Korwin has a BA from Alfred University.  He is Series 7 and 66 registered with FINRA (www.finra.org), and holds Certified Financial Planner® Professional as well as Chartered Retirement Planning Counselor® designations from The American College. He is also a Financial Services Representative.

Mr. Korwin offers a comprehensive suite of financial services that   Include estate conservation, business succession planning, wealth   management strategies, and retirement planning. He also offers solutions to corporate clients and their employees, including benefits administration, risk management, and retirement education.

Ken is married to his wife, Kathy, has 4 children and resides in Pennington, NJ. When not enjoying the company of his family and friends, he is most likely to be flying or sailing. Ken is well respected as an avid  instrument pilot and a certified flight instructor.  He volunteers as a flight instructor, mission pilot and check pilot examiner for the Civil Air Patrol, NJ Wing.

DESIGNATIONS AND QUALIFICATIONS:

  • Licensed to sell Life & Health Insurance and Long-Term Care in CT, NE, FL, NJ, NY, PA & VA
  • Registered to offer securities products in CA, CT, FL, MD, ME, NE, NC, NJ, NY & PA
  • Certified Financial Planner® Professional
  • Chartered Retirement Planning Counselor® Designee

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