Ken Greenlee

KenKen brings to Luminate over twenty years of experience in the legal field, where he worked with some of the largest financial institutions in the country. His background provides a clear understanding of the need for solid financial planning and the importance of strong client relationships based on first class customer service.

Although he has lived and traveled throughout Europe, Ken has called Southern California home for most of his life, which gives him a strong understanding of the particular financial needs of people in this area. By working with other experts in the field, considering various financial perspectives, and employing a wide range of resources, Ken offers solutions specifically tailored to the unique financial goals of each client, whether they be individual investments, comprehensive financial plans, retirement planning or satisfying insurance needs.

Ken earned his B.A. from UCLA and a M.A from San Diego State University. He resides in Carlsbad with his wife and children where he enjoys surfing and taking part in all of his children’s activities, as well as being active in the community.

California Insurance License #0I16256 

General Securities Representative Examination
Uniform Combined State Law Exam
Series 7
Series 66
  • California
  • California