Kenneth M. Gross

Investment Advisor Representative

CA Insurance License# 0M31150
Visit Our Website

Schedule Time With Me

Kenneth’s passion is helping individuals and small business owners enjoy life on their own terms by achieving their financial goals. He works to have open discussions with clients, that translate into strong communication of their needs and future goals. This allows Kenneth to formulate a tailored plan designed to accomplish them.

Kenneth’s practice addresses all aspects of the financial spectrum including; wealth accumulation, income and asset protection along with all phases of life planning. (children, education, retirement and estate planning)

Client relationships are the cornerstone of his practice. Client’s not only benefit from Kenneth’s advice and guidance, but also have access to a full range of additional resources through the Fortis Lux organization.