When looking for the right advisor, you want someone who focuses on the person as much as they focus on the numbers.

In this inaugural episode, Ken New shares his journey to becoming the financial advisor he is today, from his first job to his current company and everything in between. Ken reveals the lessons he’s learned throughout his career and how they help guide his own personal and professional philosophies to run the successful business he has today. Ken sheds light on the values he lives by, how he carries them into his role at Pinnacle Financial, and what differentiates him from the rest.

Ken discusses: 

• His personal story and lessons that have helped shape him as a person
  
• How he takes care of himself emotionally, physically, spiritually, and intellectually
  
• His definition of success in personal and professional relationships 
  
• Activities he incorporates into his daily routine that help him unlock his highest potential 
  
• Insight into who he is outside of work and a sneak peek into his home and travel life
  
• And more!
  

Connect with Ken New:

• LinkedIn: Ken New
  
• Pinnacle Financial Wealth Management
  

About Ken New:

Ken New is committed to helping retirees and pre-retirees understand financial strategy. Since 1997, he has spent time discovering options for income planning with a definitive strategy to reduce taxes. Ken explains options for growth to clients that will raise the probability that they will not outlive their income. He has such a unique and wide range of expertise in the financial industry that he is a member of the prestigious Million Dollar Round Table and a past officer of the National Association of Insurance and Financial Planners. Ken is a resident of Viera, Florida, and is happily married to his wife, Linda. He enjoys spending time with his wife, daughter, Lindsey, and granddaughter, Adalyn.