Ken Painter, Cfp® Email & Phone Number
@stratawealth.com
LinkedIn matched
Who is Ken Painter, Cfp®? Overview
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Ken Painter, Cfp® is listed as Founder and CEO at Strata Wealth Advisors, LLC, a company with 16 employees, based in Dallas, Texas, United States. AeroLeads shows a work email signal at stratawealth.com and a matched LinkedIn profile for Ken Painter, Cfp®.
Ken Painter, Cfp® previously worked as Founder & CEO at Strata Wealth Advisors, Llc and Co-Founder & Managing Partner at Kpll Private Wealth, Inc.. Ken Painter, Cfp® holds Bachelor Of Business Administration - Bba, Finance from University Of North Texas.
Email format at Strata Wealth Advisors, LLC
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AeroLeads found 2 current-domain work email signals for Ken Painter, Cfp®. Compare company email patterns before reaching out.
About Ken Painter, Cfp®
Ken Painter is the Founder and Chief Executive Officer of Strata Wealth Advisors. He works with families to explore and develop their vision, values and goals and then coordinates with their team of advisors to optimize financial planning and investments.Ken graduated with a B.B.A. in Finance from the University of North Texas in 2000 and obtained the CERTIFIED FINANCIAL PLANNER™ certification in 2005. He started his career at Fidelity Investments where his sole focus was investment planning. Seeking a more comprehensive and objective approach, he left Fidelity in 2003 and co-founded KPLL Private Wealth. In 2017, he launched Strata Wealth Advisors as an independent wealth management firm.Ken served as Treasurer on the Board of Directors of the Financial Planning Association of Dallas/Fort Worth. He is a member of the Entrepreneurs’ Organization (EO) and the Dallas Estate Planning Council. He is also active in several charitable organizations, including Education Without Borders where he serves as President of the Board.When not in the office, Ken enjoys spending time with his wife, Lauren, and two sons, Preston and Paxton. He also loves to read, mountain bike, exercise and travel. He is proficient in Spanish and enjoys building his skill with the language.
Listed skills include Comprehensive Wealth Planning, Investment Management, Estate Planning, Asset Protection, and 2 others.
Ken Painter, Cfp®'s current company
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Ken Painter, Cfp® work experience
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Founder & Ceo
CurrentWorks with families and their team of advisors to optimize financial planning and eliminate coordination gaps. Areas of focus include estate planning, business succession, investment management, and asset protection strategies.
Co-Founder & Managing Partner
Worked with high net worth individuals, families, and family businesses to fully explore their vision, values and goals and then coordinated with their team of advisors to optimize their financial plan and eliminate coordination gaps.
Investment Advisor
Worked with clients in a broad range of areas, including guidance on their retirement, non-retirement, brokerage and cash management accounts.
Colleagues at Strata Wealth Advisors, LLC
Other employees you can reach at stratawealth.com. View company contacts for 16 employees →
Diego Patino
Colleague at Strata Wealth Advisors, Llc
Dallas-Fort Worth Metroplex, United States
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GK
Glenda Kemple, Cpa, Cfp®
Colleague at Strata Wealth Advisors, Llc
Dallas, Texas, United States, United States
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VP
Vyoma Patel
Colleague at Strata Wealth Advisors, Llc
Dallas, Texas, United States, United States
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JB
Jodi Barse
Colleague at Strata Wealth Advisors, Llc
Dallas, Texas, United States, United States
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LC
Laurie Clark
Colleague at Strata Wealth Advisors, Llc
Dallas, Texas, United States, United States
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DB
Daniel Becker, Cfp®
Colleague at Strata Wealth Advisors, Llc
Dallas, Texas, United States, United States
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EM
Ed Meziere Cfp®
Colleague at Strata Wealth Advisors, Llc
Dallas, Texas, United States, United States
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BC
Brandon Cumba, Cfp®
Colleague at Strata Wealth Advisors, Llc
Dallas, Texas, United States, United States
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BP
Benjamin P.
Colleague at Strata Wealth Advisors, Llc
Sunnyvale, Texas, United States, United States
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CP
Chris Patureau
Colleague at Strata Wealth Advisors, Llc
Dallas, Texas, United States, United States
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Ken Painter, Cfp® education
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University Of North Texas
Frequently asked questions about Ken Painter, Cfp®
Quick answers generated from the profile data available on this page.
What company does Ken Painter, Cfp® work for?
Ken Painter, Cfp® works for Strata Wealth Advisors, LLC.
What is Ken Painter, Cfp®'s role at Strata Wealth Advisors, LLC?
Ken Painter, Cfp® is listed as Founder and CEO at Strata Wealth Advisors, LLC.
What is Ken Painter, Cfp®'s email address?
AeroLeads has found 2 work email signals at @stratawealth.com for Ken Painter, Cfp® at Strata Wealth Advisors, LLC.
Where is Ken Painter, Cfp® based?
Ken Painter, Cfp® is based in Dallas, Texas, United States while working with Strata Wealth Advisors, LLC.
What companies has Ken Painter, Cfp® worked for?
Ken Painter, Cfp® has worked for Strata Wealth Advisors, Llc, Kpll Private Wealth, Inc., and Fidelity Investments.
Who are Ken Painter, Cfp®'s colleagues at Strata Wealth Advisors, LLC?
Ken Painter, Cfp®'s colleagues at Strata Wealth Advisors, LLC include Diego Patino, Glenda Kemple, Cpa, Cfp®, Vyoma Patel, Jodi Barse, and Laurie Clark.
How can I contact Ken Painter, Cfp®?
You can use AeroLeads to view verified contact signals for Ken Painter, Cfp® at Strata Wealth Advisors, LLC, including work email, phone, and LinkedIn data when available.
What schools did Ken Painter, Cfp® attend?
Ken Painter, Cfp® holds Bachelor Of Business Administration - Bba, Finance from University Of North Texas.
What skills is Ken Painter, Cfp® known for?
Ken Painter, Cfp® is listed with skills including Comprehensive Wealth Planning, Investment Management, Estate Planning, Asset Protection, Retirement Income Planning, and Charitable Gifting Strategies.
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