
Ken Anderson, CFP®

My Mission Statement
Our Team Is Built To Serve You
The PacWest Group is a team who delights in listening to your goals, values, and vision for the future with the experience to help align your priorities with your financial world.
Collectively, we bring over 100 years of financial services industry experience to provide our select clientele with a bespoke plan and comprehensive wealth and investment planning solutions designed to simplify financial complexity to help achieve clarity and control. As seasoned professionals, we combine our knowledge, skills and talents with the expansive resources and global reach of Morgan Stanley to address sophisticated client situations and help tailor strategies designed to meet each client's unique short and long-term goals.
Awards and Recognition:
Ken Anderson named to the Portland Business Journal's 40 Under 40 List
Source: (April, 2024) Portland Business 40 Under 40 awarded in 2024. This ranking was determined based on an evaluation process conducted by Portland Business Journal during the period from January 2024-April 2024. For more on methodology please go to https://www.bizjournals.com/portland/nomination/87476/2024/2024-40-under-40/
NMLS#: 1282826
A Disciplined Process Focused On You
• Identify circumstances unique to your personal situation
• Discuss important investment concepts and provide details on our investment philosophy
• Review the information collected to ensure data is accurate
• Analyze your current investment and cash management strategies
• Incorporate Strategies
• Present our recommendations along with key action steps
• Set up tools to provide convenient access to your documents
• Prepare and complete necessary paperwork
• Provide ongoing updates to ensure your plan is implemented as expected
• Apply a strict due diligence process to evaluate investment performance
• Determine if any adjustments are needed, since personal goals and market conditions can change over time
Location
Portfolio Insights
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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Awards Disclosures