Kenneth F. Levy, CFP®

Ken Levy has served as Co-Founder and Partner of 4thGEN Wealth Management, LLC since its founding in 2015.  Mr. Levy began his career in financial advisory services in 1984 and is a CERTIFIED FINANCIAL PLANNER™ professional. Throughout his 40-plus year career, he has guided successful individuals, business owners, entrepreneurs, and retirees in growing and protecting their wealth. With expertise in investment management, retirement income planning, tax-efficient strategies, and wealth preservation, he helps clients organize their financial lives and remain disciplined in achieving their long-term goals.  He holds a bachelor’s degree in business with an emphasis in finance from California State University, Sacramento. 

Ken and Sandy, his wife of 40+ years, grew up and currently live in Lodi.  He enjoys winemaking, cruising throughout the world, working out and swimming, and traveling to see their children and grandchildren.