Kenneth E. Davis, MBA, CLU®, CHFC®
Ken Davis is a Special Agent of the Bulfinch Group, an insurance and financial services firm located in Suburban Boston. The Bulfinch Group provides comprehensive insurance and financial services to individuals, families, and businesses that are seeking to integrate the many aspects of their personal economy.
Having been in the insurance industry for over 20 years, Ken provides his clients with his expertise in estate and business planning. During his career he has had the opportunity to assist clients in multiple planning areas, including wealth accumulation, wealth utilization and wealth distribution.
His extensive experience in this area allows him to provide his clients with a plan that will help maximize their wealth and exceed their current goals. Ken provides a broad consultative approach to each client’s situation and unleashes the ability for clients to view their potential future wealth.
Ken designs supplemental benefit programs that assist companies to attract, retain and reward key executives. He shows individuals how to optimize their usable wealth and maximize their family protection with little or no additional out of pocket cost through a process of financial economics. Ken is a Chartered Life Underwriter, and a Chartered Financial Consultant.
Ken is a graduate from Brandeis University and of The Wharton School of The University of Pennsylvania. He resides in Needham, Massachusetts with his wife, two sons, and dog. Ken enjoys traveling, photography, and attending his sons’ activities.
Registered Representative & Investment Advisor of Park Avenue Securities.