Ken, joined AVZ & Co., P.C. in 2006 and now serves as a partner responsible for the international tax division, as well as review and research. In 2013 he expanded his role to more comprehensively serve his clients with AVZ Wealth Management. He is a Certified Public Accountant and financial advisor, having passed the FINRA Series 7, FINRA Series 66 and New York State Life and Health Insurance exams. He combines his years of experience and in-depth knowledge of tax and financial services to advise clients on their entire financial situation. Prior to joining AVZ Wealth Management, Ken accrued 15 years of experience at various national accounting firms in compliance and audit roles. He earned a Masters of Taxation from Baruch College- CUNY in 2005 and a Bachelor of Arts in accounting from Queens College CUNY in 1993.
Get to know Ken—
What inspired you to provide financial services?
Combining financial services with tax allows me to understand the whole picture of what my clients are dealing with. I can give advice that looks at both sides of the coin.
Tell us about your family.
I met my wife through a friend. Donna and I now have four children, Alexandra, Steven, Kerilyn and Alana. We have two dogs, Gypsy and Moe.
What’s something people might not know about you?
I am an avid bowler, averaging around 190. I’m also really interested in astronomy.
What is your favorite meal?
It has to be pizza with a diet Coke!
Who is your favorite band?
My favorite band is the Eagles.