Ken Roberts is a Founding Partner at Harbor Lights Financial Group and has more than 30 years of experience in the financial services industry. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Ken helps analyze every aspect of his clients’ financial lives – including assets, liabilities and cash flow, current insurance coverages, and investment and tax strategies – and executes approved plans designed to help achieve well-defined objectives. This also encompasses benchmarking progress toward reaching financial goals and making necessary adjustments to his recommendations. He specializes in retirement income and estate planning strategies and serves as a speaker on these topics at national symposiums.
Ken has appeared on CNBC and provided featured commentary in some of the leading financial industry media outlets such as Kiplinger’s Personal Finance Magazine, USA Today, Time, the Wall Street Journal Online, TheStreet.com, and The Asbury Park Press.
Prior to founding Harbor Lights Financial Group, Ken worked as a financial analyst with two leading Fortune 500 companies and as an insurance industry professional. He joined the team after reaching a professional inflection point that providing comprehensive planning services enhances his ability to serve his clients’ changing financial needs.
He holds degrees in engineering and marketing, and graduated magna cum laude from Farleigh Dickinson University.
Ken is married, and he and his wife, Julie, have two children, Jake and Brielle. Ken and his family are active members of the Metedeconk River Yacht Club and enjoy cruising the waters of New England and the Mid-Atlantic Region.
Wells Fargo Advisors Financial Network is not a tax or legal advisor.
Trust services are available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.