Kenneth P. Viens, CFP®, Account Executive, has been proudly serving the Waterville community for over 25 years. He began his career in financial planning over  providing his clients with options for establishing and working toward their financial goals.

 

Ken has broad experience working with individuals, corporations and institutions to assist them with wealth management issues. He focuses on asset allocation, selection and review as well as education, insurance, retirement, estate and life events planning. He helps busy clients get done what they have been unable to do on their own.

 

Ken is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and holds the Series 7, Series 31, Series 63 registrations through LPL Financial. A graduate of Colby College with a Bachelor’s Degree, Ken also holds a Master’s in Business Administration from the Amos Tuck School of Business at Dartmouth College, and is on the Board of Directors for Waterville Opera House, is a Trustee of Thomas College, is on the Finance Committee of, and past board chair of Maine General Health. Ken is a member of and past president of the Waterville Rotary Club.