Mr. Ballin presently serves as a Wealth Advisor and retirement income planning specialist at Perigon. Ken has over 20 years experience in the financial services industry and most recently served as a specialist at Strategies for Wealth with a focus in the areas of disability and long-term care insurance planning.
In addition to being a Retirement Income Certified Professional (RICP®), Ken holds designations as a Long Term Care Professional (LTCP) and Certified in Long Term Care (CLTC). Ken has also earned designations as CPCU (Chartered Property and Casualty Underwriter) and CSA (Certified Senior Advisor).
Ken has taught the insurance section of the CERTIFIED FINANCIAL PLANNER™ practitioner program. Other instructional experience includes teaching the multi-lines class of the Life Underwriting Training Council (LUTC) and the senior marketing class of that same organization.