Kenneth D. Gross

Kenneth D. Gross

| CFP®, EA

Strategic Financial

(805) 494-1825

Contact Me

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Fee Only Financial Planner Located in Thousand Oaks, CA and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Visit Us

One Boardwalk Avenue
Suite 103
Thousand Oaks, CA 91360

Kenneth Gross is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Kenneth Gross is a Fee Only Financial planner in Thousand Oaks, CA and is a NAPFA-Registered Financial Advisor. 

Ken's career in the Financial Services industry began in 1982 as a marketing trainer for insurance agents and stock brokers.  In 1988 he joined a large income tax practice and earned his Enrolled Agent credential while delivering comprehensive fee-only financial planning.  In 1997, Ken stared his solo practice, Strategic Financial.
  
At Strategic Financial, we work with middle and high income families to help acheive their objectives.  Be it investments, retirement, education, taxes, etc., we're prepared to work with you.

Please feel free to contact us to discuss your needs and objectives.