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Kenneth W. Rudzinski

CFP®, CLU®, ChFC®, CAP®, CASL®, CRPC®

Financial Planner

302-529-1320

302-529-1324

About Kenneth W. Rudzinski

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.

Certifications

 

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Chartered Life Underwriter (CLU®)
  • Chartered Financial Consultant (ChFC®)
  • Chartered Advisor in Philanthropy (CAP®)
  • Certified Advisor for Senior Living (CASL®)
  • Chartered Retirement Planning Counselor (CRPC®)
Education

 

  • B.A., in liberal arts from Villanova University (full baseball scholarship)
  • M.A., in French from the University of Delaware (Dupont-Andelot fellowship)
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.

Kenneth W. Rudzinski's Team
Lori Rutkowski

Lori Rutkowski

Practice Manager

Diane Veroneau

Diane Veroneau

Client Relationship Specialist

Michelle Walsh

Michelle Walsh

Registered Assistant

Primary Service Areas

Financial planning

Estate Planning

Retirement Planning

Education Funding

Risk Management

Financial Planning for Physicians