Kenneth Koerner, CPA, MBA, RICP®, AIF®, CFP®

Financial Advisor - Avantax

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Ken received his BS in Chemical Engineering from Bucknell University in 1982 and his MBA in Accounting from Rutgers University in 1985. Ken worked as a Financial and Computer Analyst for Continental Can Company for two years. He joined the Public accounting firm of Koerner & Koerner, P.A. in 1987. Ken has lectured at Ocean County College on Tax Planning for Small Business.  He has expertise in retirement, investment, tax, estate and insurance Planning. He has passed the FINRA Series 7 and 66 examinations and is also licensed to offer life, disability and long term care insurance. Ken has earned the Retirement Income Certified Professional® (RICP®) professional designation from the American College. RICP®'s identify retirement income needs and objectives and evaluate a client's current situation relative to those goals. The RICP® designation teaches advisers techniques and best practices used to help create sustainable streams of retirement income. The CFP® designation comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning, as well as in CFP Board's Standards of Professional Conduct, which are rigorously enforced.  As a CFP® professional, he is required to uphold his certification through continuing education.  Ken has earned the AIF® Designation. Attainment of the AIF Designation demonstrated understanding of the Prudent Practice® and methodology.



Phone 732-244-2324
Fax 732-244-1571