Title: Financial Advisor
Company: Pinnacle Financial Wealth Management
Education: The American College. Hold Series 6, 7 and 24 License and series 66 License
Years in Area: 22
Years at Company: 12
Pinnacle Financial Wealth Management is a firm dedicated to helping pre-retirees and retirees achieve a happy retirement. Originally founded in 2005, Pinnacle Financial Wealth Management has assisted retirees from the space program, small business owners, employees of the Brevard County school system and Harris Corporation to name a few. Founder Ken New brings more than 20 years of experience to individual clients, fellow advisors, CPAs and attorneys.
“As an independent advisory firm, we have no obligation to an outside company, no sales quota to meet and no proprietary products to sell,” said New. “Our only obligation is to our client. We operate as a fiduciary with the focus of meeting the client’s needs.”
New has found that the average investor does not have a process to make sound financial decisions, and they are often missing critical facts in their financial lives that may be costing them a lot of money. “We help to identify these missing facts, misconceptions and undisclosed information that are all critical and necessary to make a sound financial decision that’s in their best interest before that decision is made,” he added.
For New, helping others gives him a profound sense of satisfaction, and it motivates him to continue to make Pinnacle Financial Wealth Management one of the most trusted financial advisor firms in the region.