Meet The Team
Kenneth Apessos
- Retirement Planning Specialist
Kenneth K. Apessos, CFP®
Kenny has developed a comprehensive financial services practice that focuses on assisting families, individuals, and closely held business owners in achieving their financial goals for over 15 years. He offers a wide range of services and strategies to help clients accumulate, protect, distribute, and transfer their assets effectively. His extensive knowledge of financial strategies, coupled with modern analysis tools allows Kenny to customize his approach to each individual client, developing a holistic plan to prepare them for their futures at each stage of life.
Kenny is a Certified Financial Planner™ professional and has completed his Retirement Planning Certification from the Wharton School of the University of Pennsylvania.
Kenny resides in Warrington, PA, with his wife Tina and their son C.J. This family-oriented perspective allows Kenny to understand and empathize with the financial goals and concerns of his clients who are also focused on building a secure future for their families.
