Since joining Lido ten years ago, Ken has focused on growing the firm’s national reputation as a leader in advanced wealth management strategies. Before Lido, he founded Ken Stern & Associates and Asset Planning Solutions to fill the need for client-centric advisory firms centered on comprehensive planning and dynamic investment management.

Ken has appeared on radio and television, including the Today Show, CNBC and CNN. He’s written seven books on personal finance and is a frequent speaker on wealth transfer, alternative investments, and legacy planning.