Ken Stern

Co-Chief Executive Officer and a Founding Partner at Lido Advisors

Speaker

Ken Stern, CFP®, is Co-Chief Executive Officer and a Founding Partner of Lido Advisors, where he helps lead the firm's execution and vision as a nationally recognized leader in advanced wealth management and investment strategy. Ken believes that effective wealth management extends beyond investment returns to comprehensive planning that protects and grows what matters most to clients. Before Lido, he built a career growing financial institutions, an experience that revealed the need for a client-centric advisory model rooted in comprehensive planning and dynamic investment management, leading him to found both Asset Planning Solutions, Inc. and Ken Stern & Associates. A frequent speaker on wealth transfer, alternative investments, and legacy planning, Ken is a recognized authority on personal finance who has shared his insights on The Today Show, CNBC, and CNN, and is the author of seven books, including To Hell and Back, Pounce, and Secrets of the Investment All-Stars. He holds an Executive M.B.A. from HEC Paris Business School and is a Harvard Business School alumnus. A native of Farmington Hills, Michigan, Ken is based in Los Angeles and enjoys traveling, skiing, public speaking, writing, and time with his family.