Ken Tanaka

Ken Tanaka, CFP®
Vice President Financial Consultant Truist Investment Services, Inc.

450 N Pine Island Rd

Plantation, FL 33324

ken.tanaka@truist.com

Phone 954-453-8719

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About me

Background

Ken Tanaka is a Financial Consultant with Truist Investment Services, Inc. bringing 24 years of experience across branch management, insurance and risk management, retail private banking, and financial planning as a CERTIFIED FINANCIAL PLANNER™ professional. His career reflects a long-standing commitment to helping clients pursue financial well-being through structured planning, clear communication, and access to a wide range of investment solutions.

As a CERTIFIED FINANCIAL PLANNER® professional, Ken applies a disciplined and holistic approach to guide clients through each stage of their financial lives. He works with individuals and families to create comprehensive strategies that support retirement income planning, asset growth, education funding, and risk management. Ken believes that successful planning begins with understanding the full financial picture and building strategies that are aligned with the client’s values and objectives.

Ken has a particular interest in advanced investment concepts. He helps clients evaluate the potential role of derivatives and alternative investments within suitable portfolios. When appropriate, he collaborates with Truist’s broader investment team to explore diversified asset allocation models that incorporate a mix of traditional and nontraditional investment vehicles.

Ken is recognized for his steady and intentional approach. He values lasting relationships built on trust, accountability, and transparency. Clients often appreciate his ability to explain complex financial concepts in a straightforward and relatable way, which assists clients in making more concrete decisions. 

Investment Adviser Representative, Truist Advisory Services, Inc.

Check the background of this investment professional on FINRA's BrokerCheck

Education

International Business Management, B.A.
Eckerd College 2000

Personal Interests

Outside of his practice, he enjoys boating and fly fishing. His passion for the outdoors reflects the same qualities he brings to client relationships, including patience, precision, and a long view of success.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

Locations

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