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  • Different by design

  • Your success is our success

  • Your life, your legacy

  • Passionate about performance

It will be quickly apparent how different Ken Stern & Associates is when it comes to investment philosophy and personal financial management. Your success is our success.

Never compromise on your investments

Investment management should be transparent, low cost, give you access to deal flow and focus on building customizable investment strategies that are results driven.

Build a better team

Receive access to a team of financial strategists to assist you in portfolio allocation and theory, as well as help to grow, maximize and protect your personal finances.

Beyond investment management

Creating, protecting and passing on a legacy starts with a plan. A plan that reflects your wishes, desires and involves the multi-disciplined approach of integrating asset allocation, with estate and tax planning. Our tool-kits, board meetings, and team are deeply involved in keeping you and your legacy well planned, funded and two steps ahead.

We look forward to creating a plan designed to help you make more money, pay less taxes and preserve your legacy.

Your Money Score

5 minutes is all it takes to measure your financial strengths and weaknesses, with more importantly, a path for improvement.

GET YOUR MONEY SCORE NOW

Ken Stern & Associates (“KS&A”) is an SEC Registered Investment Adviser. However, such registration does not imply a certain level of skill or training and no inference to the contrary should be made.Asset Planning Solutions is a Licensed Insurance Agency CA Insurance # OB95262

KS&A and its employees are not tax professionals, information provided in this publication is not to be considered tax advice.
KS&A recommends that you consult a tax or an estate planning professional if you feel that these services are necessary for your situation. Information provided reflects the views of KS&A as of the date of this presentation. Such views are subject to change at any point without notice. KS&A obtained the information provided herein from third party sources believed to be reliable but it is not guaranteed. Information contained herein is provided for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any securities. Any forward looking statements or forecasts are based on assumptions and actual results are expected to vary from any such statements or forecasts. No investment decision should be made based solely on any information provided herein. KS&A has not taken into account the investment objectives, financial situation or particular needs of any individual investor. There is no assurance that any financial strategy will be profitable or successful in achieving your financial objectives. Investments in foreign securities may be affected by currency fluctuations, differences in accounting standards and political instability. These risks are more significant in emerging markets (or concentrations within a single country) and are subject to greater risk of loss and volatility and may not be suitable for all investors. Past performance is no guarantee of future returns.
This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or exempt from registration.