Ken Vander Kooi, CFP
About Ken Vander Kooi, CFP
Ken Vander Kooi is a Senior Financial Advisor with extensive experience in financial planning, investment management, and tax and estate planning, currently residing in South Bay with his family.
Senior Financial Advisor Ken Vander Kooi
Ken Vander Kooi currently holds the position of Senior Financial Advisor. His career began in financial services with Smith Barney at their Palo Alto branch, which specialized in employee stock option transactions. Over the years, Ken has accumulated extensive experience and expertise in the field, serving clients in various financial capacities and helping them navigate complex financial landscapes.
Ken Vander Kooi's Professional Experience
Ken Vander Kooi has a robust background in the financial industry. Notably, he worked at the Portola Group, where he was responsible for financial planning, tax reconciliations, and relationship management. At Scharf Investments, he served as a Senior Wealth Manager, focusing on developing financial plans, customizing investment allocations, and assisting clients with tax and estate planning questions. His diverse roles have equipped him with a well-rounded skill set in the financial sector.
Ken Vander Kooi's Education and Credentials
Ken Vander Kooi graduated from the University of California at Santa Cruz with degrees in Economics and Psychology. He is also a Certified Financial Planner (CFP), a credential that underscores his knowledge and competency in financial planning. His academic and professional credentials provide a strong foundation for his advisory role, enabling him to offer informed and practical financial advice to his clients.
Ken Vander Kooi's Personal Interests
Outside of his professional life, Ken Vander Kooi has a range of personal interests. He enjoys hiking among the redwoods, surfing, diving, beachcombing, and maintaining a large collection of cacti and succulents. Ken lives in the South Bay with his wife and two children, balancing a fulfilling personal life with a busy professional career.
Ken Vander Kooi's Community Involvement
Ken Vander Kooi is actively involved in his community. He has been involved with the Surfrider Foundation, which focuses on the protection and enjoyment of the world's oceans, waves, and beaches. Additionally, he has been a member and supporter of the Monterey Bay Aquarium since its inception, reflecting his commitment to marine conservation and education.