Kenneth Maring is a graduate of San Francisco State University, where he earned a Bachelor of Science in Finance. He brings more than 36 years of experience to the service of his clients. He attributes his longevity to a combination of qualities that he believes are essential to the financial well-being of his clients. By providing them with customized financial solutions, in-depth investment analysis, and objective advice, Ken helps clients make more informed decisions that assist them immeasurably in the pursuit of their goals.
Ken began his financial services career at Morgan Stanley before moving on to Wells Fargo Advisors, where he served as a Managing Director-Investments and Senior Portfolio Management Director. He rejoined Morgan Stanley in 2017 to provide clients with guidance that encompasses both sides of their personal balance sheets and virtually every aspect of their financial lives. In 2024, Ken began Independent Advisor Representative (IAR) of Concurrent Investment Advisors, an SEC Registered Investment Advisor (RIA).
He is dedicated to serving his clients in pursuit of their financial goals. Integrity, in-depth expertise, and personalized service are some of the key foundations on which Ken has built his practice.
Over the years, Ken’s practice has developed to serve a variety of clients in the design and implementation of financial plans customized to each client's unique circumstances. Ken's approach to wealth management is more than just managing investments; it is providing comprehensive support and service to assist clients in navigating the complexities of managing their assets and planning for generational wealth.