We are a modern boutique financial planning firm. Our firm is built on the understanding that every person is different and has unique circumstances that need to be addressed. Therefore, we always start with a financial plan to help everyone understand what is important to our clients and their family. We employ a comprehensive planning approach combined with sophisticated technology designed to optimize your results and help achieve your financial goals. We have years of experience collaborating with clients like you. We believe your financial information should be organized, up to date, easy to understand and accessible to you whenever you want, from where you are. We understand that unexpected events and life changes can impact your dreams. We monitor and track your progress every day and adjust your financial plans along the way.
|Name of Custodial Firm:||Schwab|
|States Licensed in:||DE, NY, RI, NJ, CA, SC,|
|Number of Years with Current Firm:||1|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Long Term Care , Disability , Life|
|Financial Organization Memberships:||Financial Planning Association (FPA)|
Compensation and Fees
|Fee Structure:||I am a Fee-Based financial professional|
|Compensation Methods:||Commissions , Based on Assets , Flat Fee , Hourly|
University of Delaware
Ken Nuttall received a Bachelors of Science degree with a double major of Finance and Marketing from University of Delaware in 1999 and a Masters of Business Administration from Pace University in 2006. After college, Ken spent 17 years working in various risk and trading roles at JP Morgan Chase. All throughout his career at JP Morgan Chase, he had a strong interest in helping people with their personal finances and decided to pursue this interest by moving to Acorn Financial, where he could assist families and businesses in financial planning, investments, retirement and insurance.
Ken enjoys helping families with strategies for the accumulation, distribution and the protection of wealth, college funding and retirement planning. Ken enjoys learning about his clients needs and goals and then educating them as to the different options available by using the appropriate financial products and services to help to achieve that goal. To achieve financial goals, Ken believes that everyone should have a financial plan and works with clients to create and implement these plans.
Ken also works with businesses in the design and implementation of employee benefits, retirement plans, 401(k) and group benefits.
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|