Ken Tanaka

Ken Tanaka, CFP®, APMA®
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. with more than 24 years of experience in branch management, insurance and risk management, retail private banking, and comprehensive financial planning. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Accredited Portfolio Management Advisor® designation.

Ken works with individuals and families using a disciplined and holistic planning process designed to review financial priorities, assess current circumstances, and consider strategies consistent with stated goals and risk considerations. His work may include discussions around retirement income planning, asset accumulation, education funding, and risk management as part of a comprehensive financial picture.

His professional background includes experience with a range of investment approaches, including more complex strategies such as derivatives and alternative investments, when appropriate based on a client’s objectives and suitability profile. When applicable, Ken may collaborate with Truist’s broader investment resources to evaluate diversified portfolio approaches.

Ken emphasizes clear communication, a structured planning process, and long‑term client relationships built on transparency and accountability. 

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

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