About Ken Gibbons
Some time ago I decided to leave audit work because it dealt with after the fact financial history. I noticed there was a gap in the clients financial world for both taxes and finances. I wanted to use my 30 plus years of experience to improve everyone's finances not just record them.
Thus, I expanded my knowledge by adding holistic financial planning to my tax experience. Now I can help you set up your personal and business financial goals by creating small and manageable steps. I will educate you, in plain English, to reduce your stress level, so you understand your options, make informed decisions, and take action.
I've also audited large 401K plans for DOL required compliance. I further leveraged this knowledge and obtained my CPFA designation. So, I could provide 401k plan advisor guidance to employers as well.
I have integrated my CPA tax and audit knowledge with my Financial Planning skills to provide you the best possible outcome. So, let's create a plan that’s "Geared to Strengthen your Financial Future."
Professional Designations
Bachelor of Science, Accounting, Rutgers the State University, Business School
CPFA - Certified Plan Fiduciary Advisor
CPA - Certified Public Accountant, NJ
FINRA Series 66
Life & Health Insurance - NJ
ASSOCIATIONS - MEMBERSHIPS
NAPA - National Association of Plan Advisors
AICPA - American Institute of CPAs
New Jersey Business Owners
YOUR HAVE TWO CHOICES:
PAY TAX AND COMPLAIN ABOUT IT
OR
SAVE TAX AND BRAG ABOUT IT
( Individual results will vary )
Retirement Plans
RENEW
Your Plan's
PURPOSE
Financial Planning
GROW OLD AND BE
TIRED
OR
RETIRED
SAVE Yourself
by
SAVING for Yourself
VERIFY MY BACKGROUND "Clickable" FINANCIAL BADGES
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