Ken Formella
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Ken Formella Email & Phone Number

Private Investment Manager / Photographer / Retired Army at Individual Financial Solutions
Location: Orange County, California, United States 5 work roles 6 schools
1 work email found @solutionssbg.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

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Work email i****@solutionssbg.com
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Role
Private Investment Manager / Photographer / Retired Army
Location
Orange County, California, United States
Company size

Who is Ken Formella? Overview

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Quick answer

Ken Formella is listed as Private Investment Manager / Photographer / Retired Army at Individual Financial Solutions, a with 3 employees, based in Orange County, California, United States. AeroLeads shows a work email signal at solutionssbg.com and a matched LinkedIn profile for Ken Formella.

Ken Formella previously worked as Photographer at Ken'S Viewpoints and Private Portfolio Manager at Individual Financial Solutions. Ken Formella holds Associate Of Arts - Aa, Photography from Saddleback College.

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Email format at Individual Financial Solutions

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*@solutionssbg.com
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AeroLeads found 1 current-domain work email signal for Ken Formella. Compare company email patterns before reaching out.

Profile bio

About Ken Formella

Ken Formella is a Private Investment Manager / Photographer / Retired Army at Individual Financial Solutions. He possess expertise in government, army, security clearance, military, top secret.

Listed skills include Government, Army, Security Clearance, Military, and 1 others.

Current workplace

Ken Formella's current company

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Individual Financial Solutions
Individual Financial Solutions
Private Investment Manager / Photographer / Retired Army
trabuco canyon, california, united states
Website
Employees
3
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5 roles

Ken Formella work experience

A career timeline built from the work history available for this profile.

Photographer

Current
Ken'S Viewpoints

Orange County, California Area

While I also do real estate photography and am expanding into portraiture, I specialize in landscape photography because it is my "first love" in this field. I revisit many of my favorite places frequently and become very familiar with scenic locations and lighting conditions whereby I am able to take others to those same places at the right times and show them how to get their own great photos while enjoying the same places I enjoy. In addition to hand-held cameras, I also work with drones in order to get those "Viewpoints" I just can't otherwise get.As an artist, my photography is expressive of who I am and of what I appreciate and value in my life and in the world around me. I find beauty in the natural world and am drawn to things untouched or at least relatively unspoiled by man. My work ranges from seasonal landscapes, iconic landmarks, colorful close-ups and wildlife, to cityscapes, architecture, vehicles and experiential. My images are reflective of where I find interest and beauty, and of what I enjoy. The greatest value I get from my photography is the fact that it gets me out doing things. My desire to capture a particular image is often the impetus to get me out to new and interesting places and it typically leads me to exciting and sometimes precarious locations to achieve just the right angle and perspective. I hope that anyone with similar interests will find a little bit of themselves in my work.

Jan 2018 - Present

Certified Wealth Strategist®

Individual Financial Solutions

As a CWS I helped clients achieve their financial goals through a long-term relationship of personal and trustworthy service with a knowledgeable financial professional using a comprehensive wealth management strategy. Comprehensive, multi-generational wealth management covers everything from the accumulation of wealth and the preservation of wealth, to the distribution of wealth both during life and after death. I helped people become more confident and secure about their financial future.As an independent advisor I was able to offer unbiased services and advice to my clients. In addition, it enabled me to assemble a team of professional experts and to form alliances with the some of the industry's top companies as well as several unique alliances which allowed me to offer services and investment options that could not be found elsewhere.

Dec 1998 - Dec 2013

Assistant Site Coordinator

Current

Santiago De Compostela Catholic Church, Lake Forest, Ca

Certified Basic, Advanced, & Military Tax Preparer and Site Coordinator. In 2017 I decided to use my financial planning skills and tax knowledge to assist the VITA program at my church. VITA is a program that assists lower income families save money on tax preparation services by having their returns prepared as accurately as possible and completely free of charge by IRS trained preparers. This saves them money on preparation services and helps them to get all deductions and credits to which they are entitled. It was a very rewarding experience and I am in the process of recertifying now for the 2018 tax year.

Oct 2017 - Present

Colonel, Retired

30 year career highlighted by positions as Signal Platoon Leader in the 26th Signal Battalion and Communications/Electronics Staff Officer for the 237th Combat Engineer Battalion in Heilbronn Germany, Officer Development Manager at the Office Chief of Signal Fort Gordon Georgia, Information Systems Security Officer for 3rd Army in Atlanta Georgia, Staff Officer for Coalition Forces Land Component Command Camp Doha Kuwait and Baghdad Iraq, Knowledge Management Officer at the Army Reserve Readiness Training Center at Fort McCoy Wisconsin, Battalion Commander of the 35th Signal Battalion Juana Diaz Puerto Rico, and State Emergency Preparedness Liaison Officer in Sacramento California.

May 1986 - Jun 2016
6 education records

Ken Formella education

Master Of Business Administration - Mba

Webster University

Certified Wealth Strategist®, Wealth Management

Cannon Financial Institute
FAQ

Frequently asked questions about Ken Formella

Quick answers generated from the profile data available on this page.

What company does Ken Formella work for?

Ken Formella works for Individual Financial Solutions.

What is Ken Formella's role at Individual Financial Solutions?

Ken Formella is listed as Private Investment Manager / Photographer / Retired Army at Individual Financial Solutions.

What is Ken Formella's email address?

AeroLeads has found 1 work email signal at @solutionssbg.com for Ken Formella at Individual Financial Solutions.

Where is Ken Formella based?

Ken Formella is based in Orange County, California, United States while working with Individual Financial Solutions.

What companies has Ken Formella worked for?

Ken Formella has worked for Ken'S Viewpoints, Individual Financial Solutions, Volunteer Income Tax Assistance, and United States Army.

How can I contact Ken Formella?

You can use AeroLeads to view verified contact signals for Ken Formella at Individual Financial Solutions, including work email, phone, and LinkedIn data when available.

What schools did Ken Formella attend?

Ken Formella holds Associate Of Arts - Aa, Photography from Saddleback College.

What skills is Ken Formella known for?

Ken Formella is listed with skills including Government, Army, Security Clearance, Military, and Top Secret.

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