Kenneth A. Friedman
|Kenneth A. Friedman, CFP®, ChFC®, CLU®
904.517.5405 – direct
904.517.5415 – fax
CERTIFIED FINANCIAL PLANNER™
February 2009 to present, Senior Partner, Reuschle, Friedman & Winfree Wealth Advisors, Jacksonville, FL
1990 to January 2009, Financial Advisor, Ameriprise Financial Services, Inc., Jacksonville, FL
Designations and Degrees:
CERTIFIED FINANCIAL PLANNER™ practitioner
Chartered Financial Consultant
Chartered Life Underwriter
M.B.A., 1980, University of Florida, Gainesville, FL
B.A., 1974, Vanderbilt University, Nashville, TN
Graduate Business Club of Florida, President, Board Member, Jacksonville, FL
Personal/Interests/ Community Service:
Born and raised in Jacksonville.
Hobbies: Enjoys golf, fishing and college football
Married: wife Kimberly, two daughters.
Areas of Focus:
I am a senior partner in an independent financial services firm with a financial planning focus & institutional investment philosophy. I specialize in working with high net worth families and business owners, helping them develop personalized financial strategies to help them achieve and maintain financial independence. I also have extensive expertise in helping clients with wealth transfer strategies as a part of their estate plan and developing income strategies for those considering retirement.