Ken has completed the courses Behavior Economics and Transforming Customer Experiences through Harvard Business School and is working toward his certificate in Management Excellence
Ken Stern, CFP®
Senior Managing Director
Ken Stern is Senior Managing Director with Lido Advisors, LLC. Ken is focused on executing Lido’s vision in growing Lido Advisors into a nationally recognized leader in advanced wealth management and investment strategy.
After working with and helping grow various financial institutions, Ken saw a need for a client-centric financial advisory firm focused in comprehensive planning and dynamic investment management. As a result, he founded both Asset Planning Solutions, Inc. and Ken Stern & Associates. As a Registered Investment Advisor, Ken Stern & Associates focused on portfolio solutions, wealth-planning strategies, and family office services.
Mr. Stern has authored seven personal finance books and appeared in or been quoted on several TV and radio shows including The Today Show, CNBC, and CNN. Authored books include: To Hell and Back, Pounce, Secrets of the Investment All-Stars, Senior Savvy, Safeguard Your Hard-Earned Savings, and Comprehensive Guide to Social Security and Medicare.
Mr. Stern holds a Certified Financial Planner, CFP designation and speaks extensively on wealth transfer, alternative investments, and legacy planning.
Originally from Farmington Hills, Michigan, Mr. Stern enjoys spending time with his family, traveling, skiing, public speaking, writing, and reading.
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