KRS Tax & Investments Inc, located in San Jose, CA, is a financial advisory firm founded by Kenneth R. Symons, a highly experienced financial advisor with over 25 years of industry expertise. With a holistic and personalized approach, Ken helps clients meet their financial goals by managing their investments and taxes, offering comprehensive services such as retirement planning, tax and estate planning strategies, and education planning.
By integrating sustainable investment themes into his research process and fund selection, Ken aims to improve risk-adjusted returns and contribute to positive change in society and the planet. As a fiduciary, he always prioritizes the interests of his clients, providing unbiased investment advice and utilizing tax-efficient investing strategies to enhance portfolio growth. With his extensive knowledge and qualifications, including being a Certified Financial Planner (CFP), Enrolled Agent (EA), and Registered Investment Advisor (RIA), Ken is dedicated to helping clients achieve their financial objectives.
Generated from the website