Ken Petersen, CLU<SUP>®</SUP>, ChFC<SUP>®</SUP>

Ken Petersen, CLU®, ChFC®

CA License No. 512558

Phone: (949) 223-8315
Fax: (949) 223-8101
E-mail:

A partner of Tax & Financial Group, Ken has been with the firm since 1976. He specializes in estate planning, deferred compensation, and insurance planning for business owners. He also holds Series 6, 7, 22, 24, 63 and 65 securities registrations. Ken is a Registered Representative and Investment Advisor Representative with Securian Financial Services, Inc., member FINRA/SIPC.

Ken graduated from Loyola University of Los Angeles in 1967 and received his Masters Degree in Education in 1971. Although a member of several national organizations, he has served as President of both a national marketing group and a local association of financial professionals. In addition, he has served as a Board Member on several community and state non-profit organizations.

Ken's main interests in life are politics, golf, and his family. He lives in Corona del Mar, California, with his wife Carol. He is proud of his two children, Scott and Stacy.

Ken's primary philosophy in business is:

"In servicing my clients, I shall recommend that course of action or provide that service which, had I been in the same situation, I would have applied to myself."