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Ken Prodger, CFP®, ChFC®, ChSNC®, AIF®

Financial Advisor / Planner / Analyst / Wealth Manager
ken-prodger

Biography

Ken Prodger is a Certified Financial Planner (CFP®) and Chartered Special Needs Consultant (ChSNC™). As of November 2015, Ken is the only such credentialed advisor in Northern California.

Ken provides comprehensive holistic financial advice regarding special needs trusts, life care planning, letters of intent, and how to obtain and preserve need based government benefits. These areas are in addition to typical financial concerns that families have, such as retirement planning.

Services

Education/Experience

  • CFP® (Certified Financial Planner – Practitioner) – Board of Standards
  • ChSNC® (Chartered Special Needs Consultant) – The American College
  • ChFC™ (Chartered Financial Consultant) – The American College
  • AIF® (Accredited Investment Fiduciary)
  • MPA from University of San Francisco

Profession

Category

Financial Profession

Title

Financial Advisor / Planner / Analyst / Wealth Manager

Business Name

Special Needs Planning Group

Contact

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