Ken Arellano

Ken Arellano is a seasoned Retirement Planning & Wealth Management Professional dedicated to client success.

For over two decades, Ken has helped individuals and families build wealth and plan for the future through a unique blend of critical thinking skills, creative strategies, and common-sense wealth management.

Professional Background

Ken Arellano became interested in wealth management during the crash of 1987, inspired by the devastation many experienced during the market crash. After seeing the impact this event had on people’s ability to build and preserve wealth, he knew he had to get into this field and make a difference in people’s lives.

In 1995, Ken earned his Bachelor’s Degree in Finance at SUNY Brockport. This educational experience equipped him with the knowledge to navigate complex wealth building challenges. Over the years, his dedication to continuous learning has allowed him to stay ahead in a rapidly evolving industry, mastering wealth management technology tools and risk management systems.

Today, Ken specializes in retirement planning and wealth management. He works tirelessly to provide his clients with the clarity and confidence they need to achieve their goals. His work at the Retirement Optimization Group reflects his commitment to optimizing the client experience through personalized strategies and cutting-edge market research.

Common Sense Wealth Management

Ken’s approach to wealth management is rooted in common sense and a steadfast focus on his clients. He believes in empowering individuals with wealth literacy, giving them the tools and understanding necessary to make informed decisions about their futures.

Ken’s professional philosophy centers on portfolio diversification, risk mitigation, and long-term sustainability. By leveraging critical thinking skills and creative strategies, he customizes wealth building plans that align with each client’s unique needs and aspirations. Whether guiding a young professional toward early retirement or helping a client safeguard their legacy, Ken prioritizes clarity and effective communication in every interaction.

Leadership and Community Involvement

Beyond his professional accomplishments, Ken is a dedicated community leader and philanthropist. He is passionate about mentorship, guiding future professionals in the wealth management industry, and supporting charitable initiatives that uplift his community.