The Ken Anderson Alliance is very excited to announce that Kenneth J. Rinehart is joining our Board of Directors. He is the head of investment strategy and managing partner for The Rinehart Sussli Financial Group of UBS.
Ken holds multiple advanced certifications, including Certified Investment Management Analyst (CIMA®), Certified Financial Planner (CFP®), Certified Exit Planning Advisor (CEPA®) and Chartered Retirement Plans Specialist (CRPS®).
He serves both private wealth clients and institutional and corporate clients. He helps his private clients fulfill their needs in educational funding, retirement and estate planning. He also helps them navigate complex financial decisions in a tax-efficient manner. After careful evaluation, Ken guides corporate clients to the best retirement plan solutions.
He is dedicated to elevating his practice through education, experience, examination and the highest standard of ethics. Welcome to the team, Ken! We are excited to move toward our mission of providing adults with developmental disabilities a quality of life with your help.