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Ken Steele
CLU, ChFC®, CFP®
Ken Steele is a Senior Financial Planner and Senior Account Executive at 128 Alliance Financial, an office of MetLife. People hire Ken to help them sort out, organize, and better manage all of their finances so that they can live life to the fullest. He has built his Financial Planning practice around helping clients develop a comprehensive financial plan.
During his career Ken has worked successfully with young families, established middle age parents, retired couples, business owners, and other professionals. Most of his clients now are in the 45 to 75 age range.
Following multiple nominations, Ken was honored as MetLife’s Financial Planner of the Year in 2005. Chris Theroux, Agency Sales Director and Director of Financial Planning for 128 Alliance Financial said, “For 30 years Ken has been helping clients toward their financial goals by providing them with sound, objective financial advice. He has always provided an exceptional level of service, advice, and experience while also taking the time to give back to the financial planning community.”
“I believe in the nature and structure of financial planning. I believe in regular financial check-ups. I believe in asset allocation, and long term investing”, Steele says. Furthermore, “People choose me as their Financial Planner because they need my help to sort out, organize, and better manage their financial lives. They appreciate the education, experience, and objectivity I bring to the table.”
Ken attended Cornell University and graduated Magna Cum Laude from Boston College with a Bachelors Degree in Business Administration. He has earned the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Certified FinancialPlanner TM (CFP®) designations.
Ken is a member of the Financial Planning Association, the Society of Financial Services Professionals, and the Boston Estate Planning Council.
Ken Steele, CLU, ChFC®, CFP®
Senior Financial Planner
(781) 672-2867
128 Alliance Financial
An Office of MetLife
200 West Street, 3rd Floor
Waltham, MA 02451
Securities and Investment Advisory Services offered by MetLife Securities, Inc. (MSI)(member FINRA/SIPC)New York, N.Y. 10166
Metropolitan Life Insurance Company (MLIC), New York, N.Y. 10166 MSI & MLIC are MetLife Companies.
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