
Kenneth Podellemail
2 Bala Plaza Suite 901
Bala Cynwyd, PA 19004
Professional Story
Ken has over 35 years of experiencein financial planning. He beganhis career in 1986 and has a truepassion for helping his clientsimprove their situation and addcertainty to their income planning.He helps business owners,professionals, and individualsdevelop and implement plans forretirement security helping themaccumulate and safely build wealth.
Ken has earned the (CLU) CertifiedLife Underwriter, (ChFC) CharteredFinancial Consultant and has his(CLTC) Certified in Long-TermCare designations.Ken has been active in the localcommunity, formerly on the boardof the Bala Cynwyd Public Library and Beth Am Israel in Penn Valley.He was past President of the Rotary Club of the Lower Main Line. He has been a member of the National Association of Insurance and Financial Advisors (NAIFA) for over 25 years.
Ken isa graduate of the University of Pennsylvania with an individualized major in American Economic History.In his free time, he enjoys bike riding, stand-up comedy, and is an avid dog walker! He currently resides in Pennsylvania with his wife of 35 years, Jeanne, and their children.
Languages:
- English
Credentials:
- CLU®
- ChFC®
- CLTC®
Specialties:
- Insurance Strategies
- Investment Strategies
- Business Owners
- Retirement Income Planning
- Retirement Strategies
- Charitable Giving
- Business Succession Planning
- Risk Management Strategies
- Estate Planning
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