Independent Medicare Insurance Broker

Ken has his Bachelors of Science in Finance, Real Estate, and Law from Cal Poly Pomona and graduated in 2002.  While in college, he had an internship with Merrill Lynch and Northwestern Mutual.  After graduating, he accepted a full time position at Northwestern Mutual insurance company.  He assists his clients will comprehensive financial planning, after listening and determining what is most important to them.  He began assisting individuals with understanding Medicare – the rules, the benefits, timelines and how to enroll.  Once enrolled in Medicare, he is then able to educate them about Medicare Supplement plans (a.k.a. Medi-Gap plans) that work with stand-alone Prescription Drug plans (Part D) and also Medicare Advantage plans (Part C).

Helping clients understand the piles of mail they have received since about 8 months before they turned 65, his favorite response from his clients after spending about 15 minutes discussing Medicare is, “I’ve learned more from you in the last few minutes, than in all the reading and research I have done on my own!”  He takes great pleasure in saving clients money by changing their plan to one that may have better and more benefits at a lower cost. Ken currently lives in Chino Hills and has called Chino Hills home since 2009.  He also has an office in Anaheim Hills and a secondary office he can use in Newport Beach.  He was born in Fullerton, CA and grew up in Placentia, CA.  Ken met his wife while attending school at Cal Poly Pomona, and they have a 10 year old daughter.  He enjoys golf, reading the Wall Street Journal and spending time with his family.  His daughter is still at the age where she wants to be around him and like to play rough.  She is getting big and it is starting to hurt!