Cfp® Kenneth Wise

Kenneth Wise II, CFP®, is a Vice President and Financial Advisor at Touchstone Wealth Partners, a division of UBS. He specializes in creating comprehensive financial plans tailored to clients' personal and financial goals, particularly for those managing complex financial situations. His role involves working closely with clients to understand their needs and provide strategic advice to help them achieve long-term financial success.13

Background and Education

Kenneth graduated with honors from The Ohio State University, earning a Bachelor of Science in Business Administration with a specialization in finance and a minor in entrepreneurship. Before joining Touchstone Wealth Partners, he was selected for the prestigious UBS Inter-Generational Advisor Program in New York City, where he engaged with ultra-high-net-worth clients through initiatives like the UBS Women's Symposium and Young Successors Program, focusing on financial education and philanthropy.13

Professional Recognition

Kenneth has been recognized as a Top Next-Gen Wealth Advisor by Forbes & SHOOK Research for 2024, highlighting his expertise and contributions to the wealth management field.24 He is also actively involved in community service through organizations such as Rotary International and teaches retirement strategy courses at Florida Gulf Coast University.1

Contact Information

While specific contact details are often shared privately, Kenneth's professional presence can be found on LinkedIn under the username kennethwiseii, where he shares insights on wealth management and financial strategies.5