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portrait of Ken Whittenbury
FINANCIAL ADVISOR

Ken Whittenbury

CFP®
6 Centerpointe Dr, Ste 780, La Palma, CA 90623opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

About Ken

I have the privilege of serving clients for over 25 years. I first started as a tax planner and felt I could better serve my clients by changing over to financial services which I did in 2009. I feel so blessed that every day I can make a positive, meaningful impact with my clients, my community and my family. Being a financial advisor has allowed me to build tremendous relationships that span multiple generations with many of the families that we serve.

As an immigrant to the United States, my parents instilled in me that the values of education and hard...

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Retirement Savings Strategies
  • Portfolio Reviews
  • College Savings

Work History

  • Edward JonesJuly 2009 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • DeVry UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Board Games
  • Volleyball
  • Traveling
  • Home Improvement

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(714) 995-0665

Fax

(877) 268-8807

Office Address

6 Centerpointe Dr
Ste 780
La Palma, CA 90623opens in a new window

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