Focus: Insurance Strategies, Investment Strategies, Business Owners
Kenneth Baron’s mission is to help clients get on a path to financial success, helping them to protect against financial threats while building wealth. As a Financial Planner at ZEA Financial, Ken works with business owners and professionals specializing in tax and wealth protection planning. He looks at all aspects of his clients’ financial lives, taking a wide angle view, to provide them with an ongoing planning process to put them on a path to financial independence. Ken utilizes his team’s resources as well as his knowledge and expertise to understand his clients’ needs. He is approachable, trustworthy, and process oriented.
Ken graduated from the University of Massachusetts Amherst in 1999 with a Bachelor’s degree in Finance and has 12 years of experience in the financial business. He began his career in 2005 as a Portfolio Manager at Smith Barney and went on to become an Investment Professional at JP Morgan in 2007. He then joined Strategies for Wealth as a financial planner in 2012 before joining the ZEA Financial Team in 2016.
Ken earned his CFA in 2003 and CFP in 2007. In addition, he has been a Volunteer on the Advisory Board of the Ronald McDonald House of Long Island since 2013.
During his spare time, Ken enjoys playing golf and spending quality time with his wife Jayme and daughters, Samantha and Lily.
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6800 Jericho Turnpike Suite 202W
Syosset, NY 11791