Kenneth Korwin Email & Phone Number

I have been in financial services since 2006. Prior to this I spent 30 years in Information Technology where I was an executive for IBM, Apple Computer, and Microsoft and ran my own company for 9 years. After spending 30 years helping corporations become more productive, I decided to spend the rest of my working life helping individuals to become more financially productive and help them achieve their financial dreams. My focus is on delivering comprehensive, state-of-the-art financial solutions to select group of executives, business owners, and other successful individuals and families who have unique planning and wealth management needs. I received a BA from Alfred University. I am Series 7 and 66 registered with FINRA, and hold Certified Financial Planner® as well as Chartered Retirement Planning Counselor® designations as authorized by the CFP Board and the College for Financial Planning®. I am also a Financial Services Representative with Creative Financial Group.I offer a comprehensive suite of financial services that include estate conservation, business succession planning, wealth management strategies, and retirement planning. I also offer solutions to corporate clients and their employees, including benefits administration, risk management, and retirement education. I am licensed to sell insurance in: CT, DE, FL, ME, NJ, NY, PA and securities in: NJ, NY, PA, CA, FL, MD, ME, NC, DE, NE, TX, OH, NV. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 1305 Campus Parkway, Wall Township, NJ 07753. 732.751.3000.

Listed skills include Life Insurance, Annuities, 403B, 401K, and 8 others.

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  Finanical Advisor

  Creative Financial Group

  Jul 2016 - Present - Princeton, New Jersey, United States

  After spending 30 years helping corporations become more productive, I decided to spend the rest of my working life helping individuals to become more financially productive and help them achieve their financial dreams. My focus is on delivering comprehensive, state-of-the-art financial solutions to select group of executives, business owners, and other successful individuals and families who have unique planning and wealth management needs.

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  Alfred University

  Bachelor'S Degree