Email Me
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
Senior Vice President–Wealth Management
Financial Advisor
California insurance license no. 0M26791.
Kenneth Angelo has over 35 years of experience as a financial advisor, and is dedicated to helping his clients build, manage, and protect their assets. Ken has built his many long-term client relationships through his strong sense of integrity, deep knowledge of investment markets, and dedication to client service. His goal is to understand each client’s unique financial situation in order to guide them through major life changes and help them build wealth to meet their future life goals.
Before starting his career in financial services, Ken worked as an engineer, having received his Bachelor of Science in Engineering from Fairleigh Dickinson University. He brings that problem-solving ability to his work as a financial advisor and portfolio manager at UBS Financial Services, which he joined in 2009.
Ken holds FINRA Series 7, 31, and 63 securities licenses, and he also holds variable annuity and variable life and health insurance licenses.
Ken is an avid hiker and gardener who loves hardscaping rock walls. He and his wife Dorinda currently reside in Mahwah, where Ken spent many years on the Board of Education and coached youth soccer for fifteen years. Ken and Dory enjoy spending time with their two grown daughters and extended family.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Kenneth Angelo is also part of:
The Angelo & Swanson Financial Group
Lets connect
Senior Vice President–Wealth Management
Financial Advisor
California insurance license no. 0M26791.
Kenneth Angelo has over 35 years of experience as a financial advisor, and is dedicated to helping his clients build, manage, and protect their assets. Ken has built his many long-term client relationships through his strong sense of integrity, deep knowledge of investment markets, and dedication to client service. His goal is to understand each client’s unique financial situation in order to guide them through major life changes and help them build wealth to meet their future life goals.
Before starting his career in financial services, Ken worked as an engineer, having received his Bachelor of Science in Engineering from Fairleigh Dickinson University. He brings that problem-solving ability to his work as a financial advisor and portfolio manager at UBS Financial Services, which he joined in 2009.
Ken holds FINRA Series 7, 31, and 63 securities licenses, and he also holds variable annuity and variable life and health insurance licenses.
Ken is an avid hiker and gardener who loves hardscaping rock walls. He and his wife Dorinda currently reside in Mahwah, where Ken spent many years on the Board of Education and coached youth soccer for fifteen years. Ken and Dory enjoy spending time with their two grown daughters and extended family.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Kenneth Angelo is also part of:
The Angelo & Swanson Financial Group
Lets connect
Wealth from your point of view
An approach that works for your entire financial life
Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
