Kenneth Levin is a Certified Financial Fiduciary® and a Co-Founder of the independent tax and financial planning firm SCHLAGER SCHLAGER & LEVIN - SS&L. Ken began his financial planning career in 1992 with Physicians Health Care Plans. In 1996 he became a Registered Representative with Washington Square Securities specializing in insurance, investment, and tax planning for business owners in Southwest Florida. From 1999 to 2006 Ken worked as a Financial Advisor for a national accounting firm specializing in combining tax and financial planning services. In 2006 Kenneth partnered with Robert Schlager and Reina Schlager to establish the independent firm of SCHLAGER SCHLAGER & LEVIN - SS&L. Ken holds the series 6, 7, 63, and 65 securities licenses as well as the health insurance, life insurance, and variable annuity licenses.
Ken undertook a series of financial courses through The American College of Financial Services, receiving his Registered Financial Consultant (RFC) designation, in 2000. The RFC designation is a credential for persons in the field of financial planning. The designation is awarded by the International Association of Registered Financial Consultants (IARFC) to those financial advisors who meet the high standards of education, experience and integrity that are required of all its members. A Registered Financial Consultant has met the qualifications required to serve the public effectively, and moreover, is committed to essential professional continuing education. Ken lives in Fort Myers with his wife Samantha, and their two sons. Contact Ken at firstname.lastname@example.org; (239) 333-0490.