Ken Pogson - Portfolio Manager/Owner

Portfolio Manager/Owner

Ken Pogson has been involved in personal financial planning, retirement planning and wealth management for more than 21 years. Ken holds the Series 7, 63 and 65 registrations, as well as state insurance licenses. Ken graduated from the University of Houston in 1982 with a B.A. in Finance. He spent 19 years nationally and locally working for Fidelity Investments, the world’s largest privately held money manager. Prior to working for Fidelity, he gained several years of experience running his own small business.

Ken helps his clients clearly define their unique financial goals and develop appropriate strategies for their achievement of life goals. Having a background working for a large company as well as a small business gives him valuable perspective in developing and managing varied and complex wealth plans.

Ken became an independent advisor because he felt the typical Wall Street model of investment firms was under serving many investors. The limitations of the Modern Portfolio Theory Model for investing have also motivated him to find additional investment processes to better serve his clients.

Ken and his wife Susan spend their leisure time with their two children. Ken’s hobbies include barbeque grilling and enjoying the beautiful weather that Arizona has to offer. He enjoys the Scottsdale Community and has an active role on the Horizon Little League Baseball Board.

Phone 602.214.3434
Fax 480.502.9121