Ken Stern

President at Lido Advisors

Ken Stern is President of Lido Advisors. He is highly focused on executing Lido’s vision of growing the firm into a nationally recognized leader in advanced wealth management and investment strategy. After working with and successfully growing various financial institutions, Ken saw a need for a client-centric financial advisory firm focused on helping individuals and families with comprehensive planning and dynamic investment management solutions. As a result, he founded both Asset Planning Solutions, Inc., and Ken Stern & Associates.

Ken, author of seven personal finance books, has appeared or been quoted on several TV channels and radio stations, including NBC (The Today Show), CNBC, and CNN. Books that Ken has authored include To Hell and Back, Pounce, Secrets of the Investment All-Stars, Senior Savvy, 50 Fabulous Places to Retire in America, and Safeguard Your Hard-Earned Savings. Ken is an alumnus of Harvard Business School, is a certified financial planner, and speaks extensively on wealth transfer, alternative investments, and legacy planning.


Org chart

Sign up to view 1 direct report

Get started