Ken Stern, CFP®
Senior Managing Director
Ken is a managing director with Lido Advisors, LLC. He specializes in serving clients utilizing a complete financial planning approach, and he is a senior member of the Firm’s investment committee. Ken advises clients on creating their initial financial plan and supervises the asset allocation process. Ken consults with the senior management team regarding various operational matters; including but not limited to building and training Lido’s investment advisory team members.
Ken began his career by founding both Asset Planning Solutions, Inc. and Ken Stern & Associates, where he provides his clients a broad range of portfolio solutions, wealth planning strategies and family office services.
Ken Stern developed the Alpha System™ in response to a need for a customized wealth plan, comprehensive estate protection as well as a personalized legacy component. The Alpha System seeks to quantify each client’s individual needs and desired outcome. Once critical components are identified, the Alpha System will take a multi-disciplinary approach to measuring, monitoring and maintaining the plan. As complex estate, tax and investment markets evolve so to with the Alpha System.
Originally from Farmington Hills, Michigan, Mr. Stern enjoys spending time with his family, traveling, skiing, public speaking, writing, and reading.