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CFP®, CLU®, ChFC®, CAP®, CASL®, CRPC®
302-529-1320
302-529-1324
Ken Rudzinski, a CERTIFIED FINANCIAL PLANNERTM practitioner, has spent more than 47 years building a practice founded upon the philosophy of serving clients first, specifically the people of the Delaware Valley and beyond. Ken is currently a member of Lincoln Financial Advisors’ Chairman’s Council as well as the prestigious Resource Group (see membership and award disclosures below).
Ken’s knowledge and experience have been recognized locally and nationally. As a contributing writer to the “Wilmington News Journal,” he has authored numerous articles on financial topics. He also has been published nationally in various medical publications, including “Orthopedics Today,” “Ocular Surgery News,” “Primary Care Optometry News,” “Endocrine Today,” “Cardiology Today,” “Hem/Onc Today” and others. In October 2009, Ken published a book, “The Physician’s Guide to Avoiding Financial Blunders.”
As a resident of Wilmington, DE, for more than 50 years, Ken and his wife Mary Jane believe that having balance in their professional and personal lives is essential to success. They also believe that giving back to the community is a very important element in achieving this balance.
After 47 years serving his clients, Ken entered Phase 1 of his retirement on January 1, 2020, transitioning approximately 95% of his clients to Heritage Partner & Financial Planner Brent C. Fuchs, CFP, CLU, ChFC, CRPC. He expects his final transition to take place by December 31, 2021. He will be spending his time, along with his spouse of 51 years, Mary Jane, in Wilmington, Delaware, and Fort Myers, Florida.
CRN-3463528-022321
Education
- B.A., in liberal arts from Villanova University (full baseball scholarship)
- M.A., in French from the University of Delaware (Dupont-Andelot fellowship)
Certifications
- CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®)
- Chartered Life Underwriter (CLU®)
- Chartered Financial Consultant (ChFC®)
- Chartered Advisor in Philanthropy (CAP®)
- Certified Advisor for Senior Living (CASL®)
- Chartered Retirement Planning Counselor (CRPC®)
Community Involvement
- Meals on Wheels
Awards
The Million Dollar Round Table membership is independently produced by The Premier Association of Financial Professionals®. Members must meet a certain level of premium, commission, or income during the year and must also adhere to strict ethical standards. Ken Rudzinski applied for this membership and a fee of $550 was paid to be a member. There were no fees to promote the membership.
Membership in The Resource Group is based on the top 200 planners within LFN’s independent broker-dealer, Lincoln Financial Advisors (LFA). The goal of TRG is to collaborate and share intellectual capital – including financial planning expertise, resources, networking opportunities, and practice management strategies – to help drive practice development among advisors and provide industry-leading service to clients.
The LFA Chairman’s Council Qualifier is an internal recognition determined by annual sales amounts.
Lori Rutkowski
Practice Manager
Diane Veroneau
Client Relationship Specialist
Michelle Walsh
Registered Assistant
Primary Service Areas
Financial planning
Estate Planning
Retirement Planning
Education Funding
Risk Management
Financial Planning for Physicians
1The LFA Chairman’s Council Qualifier is an internal recognition and independently granted by Lincoln Financial and is based on the Advisor’s annual production. Heritage Financial Consultants, LLC (Heritage) or the Advisor did not apply for this award. Heritage nor its Advisor or their parent firm have paid any fee to Lincoln Financial for the nomination, promotion or receipt of this award. The recognition was independently granted.
2Memberhsip in The Resource Group is based on the top 200 planners within LFN’s independent broker-dealer Lincoln Financial Advisors (LFA). The goal of TRG is to collaborate and share intellectual capital – including financial planning expertise, resources, networking opportunities and practice management strategies – to help drive practice development among advisors and provide industry-leading service to clients.