Ken Offenberg,

Ken Offenberg was raised in the Chicago suburbs and lived in the Midwest all of his life until 2014.

A great career opportunity for he and his wife brought them to Charlotte, North Carolina where he manages a comprehensive wealth management business with an emphasis on helping clients reach their personal and financial life goals. This new opportunity allows Ken to extend his Midwest values to his clients in the Charlotte area, while continuing to maintain and build new relationships with those in the Midwest.

Ken works with clients of all types, with an emphasis on professionals, retirees and business owners. His approach to working with clients involves taking advantage of the Investment Planning tools available at Raymond James to craft a plan that is unique to each client. He combines his 25 years of experience with the time to listen to their needs, understand their goals, objectives and life dreams.

The strategy he embarks on will be flexible and realistic. For clients with advisory accounts he will review the progress of your financial plan relative to your defined objectives and suggest any changes where needed. Ken has a Bachelor’s degree from the University of Iowa (Go Hawkeyes!), with a major in Finance. Ken has been passionate about investing since his days in Iowa City.

This information is intended for use only by residents of AZ, CA,CO, FL, IA, IL, MA, MD, MO, NC, NM, NY, TX, UT, WA, and WI. Insurance licensed in the following states: AZ, FL,IA, IL, & NC.