Names & Faces

Ken Vander Kooi, CFP® Joins Summitry's Private Client Group

Brings decades of planning experience in high-net worth market

February 01, 2024 — FOSTER CITY, Calif.–(BUSINESS WIRE)–Summitry, a Bay Area wealth management firm, is pleased to welcome Ken Vander Kooi, CFP® to its team. Ken joins as a Senior Financial Advisor and brings extensive expertise in financial planning, investment management, and wealth preservation.

As a CERTIFIED FINANCIAL PLANNER™ professional, Ken Vander Kooi brings a wealth of knowledge and a commitment to delivering personalized financial solutions to clients. With over 25 years of experience in the financial services industry, Ken has a proven track record of guiding clients toward their financial goals and helping them navigate complex financial landscapes. Most recently Ken was a Senior Wealth Advisor at Scharf Investments for over a decade. His specialties include personalized financial planning, investment fund allocations, and estate and income tax planning.

A Commitment To Planning Excellence

Ken holds his CFP® certification, demonstrating his commitment to the highest standards of professionalism and ethical conduct in the financial planning industry. Ken joins Summitry’s private client group, which provides a comprehensive approach to financial planning encompassing retirement planning, tax strategies, estate planning, and risk management. The private client group empowers clients with a holistic and customized financial roadmap.

“With his extensive experience and aligned client-first approach, Ken exemplifies our commitment to providing our clients with the highest level of expertise and service,” said Alex Katz, Chief Growth Officer at Summitry. “We believe Ken will play a key role in helping our clients achieve their financial goals and navigate unique challenges that come with life in the Bay Area.”

With his extensive experience and aligned client-first approach, Ken exemplifies our commitment to providing our clients with the highest level of expertise and service...

By strategically adding seasoned professionals such as Ken to our team, Summitry is able to achieve scalability while upholding the intimate advisor-to-client ratio that epitomizes our firm’s commitment to delivering high-touch, boutique-style personalized service.

“As a Bay Area native, I have experienced the ongoing evolution of the valley’s economic landscape, with technology and innovation consistently at its epicenter. I am acutely aware of the issues that our local professionals face and enjoy helping clients create and optimize their financial plans for success,” said Ken Vander Kooi. “I’m thrilled to continue my journey with the team at Summitry.”

Summitry is Growing

The Private Client Group at Summitry recently added two additional financial advisors and a financial advisor assistant to the team. Learn more about Summitry and join an innovative and collaborative team, focused on being the most admirable advisory firm helping families thrive through the unique set of opportunities and challenges posed by life in the Bay Area.

 

 

 

About Summitry
Summitry is a Bay Area wealth management firm offering personalized financial planning and investment strategies, rooted in local insight. We help grow and protect your wealth so you can pursue your best Bay Area life. Founded in 2003, the firm has over $2.3 billion in assets under management, a size large enough to possess highly sophisticated systems, to have access to a wide range of institutional research tools and services, and to employ the highest-caliber professional talent, while maintaining the culture and personalized approach of a boutique investment firm.
Summitry offers a range of services, including personalized financial planning, retirement planning, estate and trust planning, California tax strategies, charitable gift planning, fiduciary support, equity compensation and benefits advice to executives, asset management, and customized investment strategies.
Summitry has been serving Bay Area investors for more than 20 years. Learn more at Summitry.com.

Leave a Reply

Your email address will not be published. Required fields are marked *