Kenneth Alan Whittaker, CFP®, CLU®, ChFC® Branch Manager, RJFS President, WCG

Ken is president of Whittaker Cooper Financial Group, and Branch Manager with Raymond James Financial Services. He has more than 30 years of experience in the financial services industry and has been a CERTIFIED FINANCIAL PLANNER™ professional since 1999.

He has represented clients in the medical, dental and legal communities, as well as real estate development and heavy and light manufacturing industries. He establishes a trusted and personal partnership with each client, and helps them identify and pursue their true financial potential.

As a Chartered Financial Consultant®, he is skilled in developing a comprehensive financial approach designed to help clients build an investment plan, manage taxes and risk, secure their retirement, and manage the value of their estate. As a Chartered Life Underwriter, he is also highly knowledgeable about essential matters such as life insurance and estate planning.

A CERTIFIED FINANCIAL PLANNER™ practitioner, Ken has taken the extra step to demonstrate his professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience and ethical requirements.

Ken also has extensive experience in income tax planning and compliance issues due to his background as a field auditor and appeals officer of the Internal Revenue Service, where he began his career in 1977.

He earned a bachelor’s degree in accounting from the University of Florida and the University of Central Florida.

Ken has been dedicated to serving the community for many years. He is a founder and past treasurer of the Brevard Zoo; a founder of the Suntree Rotary Club and Suntree Rotary Foundation; and a founder of the Friends of the Children Advocacy Center. He serves as a board member of the Friends of the Children Advocacy Center of Brevard. He is active in many area organizations, including the Brevard Economic Council, Melbourne Police Foundation, Children’s Advocacy Center of Brevard and Taking Stock in Children, where he is a board member.

A Florida native, Ken lives in Melbourne with his wife, Elizabeth. They have a daughter, Jessica. In his free time, Ken enjoys swimming, biking and surfing.

Investing involves risk and you may incur a profit or loss regardless of strategy selected.

Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.

Raymond James is not affiliated with the above organizations.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.