Ken  Corlett

Ken Corlett

| CFP®

WorthPointe

(800) 620-4232

Contact Me

Fee-Only Financial Planner serving clients nation-wide, with offices in Dallas, Fort Worth, Orange County and San Diego.

Specialties

  • Financial Planning
  • Trusts
  • 401(k) Retirement/Pensions
  • Tax Planning
  • Asset Protection
  • Estate Planning
  • Charitable Giving

Website

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888 Prospect St
Ste 200
La Jolla, CA 92037

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Ken Corlett CFP® a practicing CERTIFIED FINANCIAL PLANNER™  based in San Diego, CA. He has more than 24 years of financial, entrepreneurial and business experience. Ken is a multiple year winner of the 5-Star Wealth Manager Award, published annually in San Diego Magazine; has been featured twice in the San Diego Union Tribune’s Money Makeover articles; has presented his favorite topics on the Financial Planning Association’s KCBQ radio spot, Financial Planning Tip of the Week; and is a regular guest on the KPRZ radio show, Firm Foundations. Learn more and/or Contact Ken

Ken Corlett, a practicing CERTIFIED FINANCIAL PLANNER(CFP®) professional since 2001, has more than 24 years of entrepreneurial and practical business experience. He specializes in seeing the big picture, planning and simplifying the financial side of life to free up his clients’ lives so they can focus on what’s most important to them. Prior to starting his career as a wealth planner, Ken worked in the tax and real estate consulting fields.

Ken is a multiple year winner of the 5-Star Wealth Manager Award, published annually in San Diego Magazine; has been featured twice in the San Diego Union Tribune’s Money Makeover articles; has presented his favorite topics on the Financial Planning Association’s KCBQ radio spot, Financial Planning Tip of the Week; and is a regular guest on the KPRZ radio show, Firm Foundations.

Ken believes in the virtues of planning and promotes living a balanced life. An avid baseball fan, he also enjoys barbecuing, live music, sports, and fitness, and treasures spending time with family and friends, many of whom insist on constructively describing his golf abilities in one word: lessons.

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WorthPointe is a fee-only financial planning firm built to support strong client-relationships, long-term financial planning, and act as an unbiased source of financial advice for business owners, executives, and their families. Our CERTIFIED FINANCIAL PLANNER™ professionals integrate investment consulting with tax planning, asset protection, estate planning and charitable giving; using our five-step process.

As a fee-only firm, you always know what you're paying for by laying out the precise nature of our financial planning services and how our strategies support your unique financial planning/wealth management goals. Our CERTIFIED FINANCIAL PLANNER™ professionals cater to a select group of high growth entrepreneurs and their families by providing client-centered advice and customizable strategies. To discuss partnering with one of our financial planners, contact us today.

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