Special Needs Planning Group

CONNECT

Address:

4633 Old Ironsides Drive Suite 436
Santa Clara, CA 95054

Phone:

408-637-0242

Special Needs Financial Planning

 

Ken Prodger is a Certified Financial Planner® and Chartered Special Needs Consultant™.  As of May 2015, Ken is the only such credentialed advisor in Northern California.   

He provides comprehensive holistic financial advice regarding special needs trusts, life care planning, letters of intent, and how to obtain and preserve need based government benefits.   These areas are in addition to typical financial concerns that families have; such as retirement planning.

Ken has a son with special needs and he is a board chair of Parents Helping Parents (PHP); a non–profit for special needs families.  He is a native Californian and received his MPA from the University of San Francisco. 

 

 

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