Ken New

Ken New is a Financial Advisor with extensive experience in financial planning and wealth management. Currently serving as the Advanced Planning Lead at Elite Resource Team since January 2023, Ken focuses on empowering CPAs and accounting professionals to enhance their advisory roles for business owners and high net worth clients. As the Founder and Principal Advisor of Pinnacle Financial Wealth Management since May 2015, and previously as President & CEO of Pinnacle Financial Network from 2000 to 2022, Ken has developed a specialization in retirement and estate planning, income planning, and asset risk management. Prior experience includes a management role at John Hancock from 1997 to 2000. Ken has furthered education through The American College of Financial Services and ongoing training in the Lifetime Economics Acceleration Process and Circle of Wealth Economic Symposium since 2000.