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We work on a personal basis to help our clients achieve their financial goals. Our clients respect our objective advice because they recognize the unique perspective we have in designing custom tailored financial plans


Financial Planner
Kenneth J. Strauss -
 
E-mail :
  kstrauss@provwealth.com

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Experience :
  Ken Strauss is a director of Provenance Wealth Advisors and a Certified Public Accountant, CERTIFIED FINANCIAL PLANNER and a Personal Financial Specialist. He is a Registered Representative and Investment Advisor Representative offering securities and investment advisory services through Walnut Street Securities, Inc., Member FINRA, SIPC. He is securities licensed in Florida. Ken has over twenty-five years of experience and has authored numerous articles in professional journals and commercial publications regarding various tax planning issues. He is a member of the American Institute of Certified Public Accountants, the Florida Institute of Certified Public Accountants and the Financial Planning Association. Ken earned his Bachelor of Science Degree in Accounting from Boston University School of Management and a Master’s Degree in Taxation from Florida International University.
   

 

 

 

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Securities products offered through registered representatives of Walnut Street Securities Inc. (Member FINRA/SIPC).
Investment Advisory and Financial Planning services are offered through Provenance Wealth Advisors. Provenance Wealth Advisors and WSS are unaffiliated entities.

The tax and estate planning information contained herein is general in nature, is provided for informational purposes only, and should not be construed as legal or tax advice. WSS, nor its representatives, do not provide legal or tax advice. WSS cannot guarantee that such information is accurate, complete, or timely. Laws of a particular state or laws, which may be applicable to a particular situation, may have an impact on the applicability, accuracy, or completeness of such information. Federal and state laws and regulations are complex and are subject to change. Changes in such laws and regulations may have a material impact on pre- and/or after-tax investment results. WSS makes no warranties with regard to such information or results obtained by its use. WSS disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Always consult an attorney or tax professional regarding your specific legal or tax situation

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