Kenneth Koerner, CPA, MBA, RICP®, AIF®, CFP®

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Ken received his BS in Chemical Engineering from Bucknell University in 1982 and his MBA in Accounting from Rutgers University in 1985. Ken worked as a Financial and Computer Analyst for Continental Can Company for two years. He joined the firm in 1987. Ken has lectured at Ocean County College on Tax Planning for Small Business. He has extensive experience handling the particular interests of physicians, dentists, attorneys and franchises. Ken is a Certified QuickBooks ProAdvisor and has trained and set up QuickBooks for over 100 various businesses in the Monmouth and Ocean County area. Ken has served as Treasurer of the Toms River Kiwanis Club.

Ken has earned the Retirement Income Certified Professional® (RICP®) professional designation from the American College. RICP®’s identify retirement income needs and objectives and evaluate a client’s current situation relative to those goals. The RICP® designation teaches advisers techniques and best practices used to help create sustainable streams of retirement income. The CFP® designation comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning, as well as in CFP Board’s Standards of Professional Conduct, which are rigorously enforced.

Ken has earned the AIF® Designation. Attainment of the AIF Designation demonstrated understanding of the Prudent Practice® and methodology.