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Kenneth L. Alter

Kenneth L. Alter

Managing Director

Kenneth Alter provides financial, business, and estate planning solutions for entrepreneurs and their businesses, entrepreneurial families, and family (and multi-family) offices nationwide. His practice includes the following services: insurance, investment management, and retirement planning; asset protection and wealth transfer solutions; business continuity and exit planning; qualified and non-qualified benefit plan design, including customized executive retention programs; and sophisticated risk management techniques. He is a member of the Living Balance Sheet faculty and actively involved in the Association for Advanced Life Underwriting (AALU), which represents the insurance industry and its clients on insurance, tax, investment, and regulatory matters that come before the US Congress and various federal administrative agencies.

FINRA Series 6, 63, 65. Life, Accident, and Health Insurance Licensed

Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian.  CA insurance license #0H69508.