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2017-01-30T00:00:00.000Z

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Mr. Kenneth J. Anderson

Direct Phone: (310) ***-****       

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Aspiriant LLC

11100 Santa Monica Blvd

Los Angeles, California 90025

United States

Company Description

Los Angeles-based Aspiriant is a leading independent wealth management firm with more than $9 billion of assets under management and advisement. The firm provides a full range of wealth management services for more than 1,300 individual and family office ... more

Find other employees at this company (212)

Background Information

Employment History

Director

MYCFO

President

Anderson & Associates Inc

Community Columnist

The Huntsville Times

Multicultural Affairs Officer

City of Huntsville

Affiliations

Executive Board Member
Mission Huntsville

Founding Member of the Advisory Board of the Family Business Program
University of Southern California

Member
Sports Lawyers Association

Member
American Institute of Certified Public Accountants Inc

Professional Advisory Board
Los Angeles Children's Bureau

Member
Los Angeles Philanthropic Foundation

Founder
Family Wealth Planning and Personal Financial Planning

Treasurer and Member of the Board of Governors
Idyllwild Arts Academy

Board Member
iViewit Technology Company

Board Member
Schaeffer Autosimulation

Member
California CPA Society Committee on Personal Financial Planning

Member
American Society for Information Science and Technology

Founder
Jack & Annie Anderson 2nd Chance Scholarship

Board of Governors
The Heritage Club

Member
City of Huntsville's Human Relations Commission

Education

BS

accounting and economics

Valparaiso University

BSBA

Accounting and Economics

Valparaiso University

Bachelor of Arts degree

political science

Augsburg College

JD

Valparaiso University

Master of Library Science degree with honors

Graduate School of Library and Information Studies

doctorate degree

Human Services

Capella University

psychology degrees

Alabama A&M University

psychology degrees

Oakwood University

Web References (73 Total References)


Andy Wiederhorn, CEO - Management Team

www.fogcutter.com [cached]

Kenneth J. Anderson is a founding partner of Quintile Wealth Management and has over twenty-five years of financial consulting and accounting experience. Prior to co-founding Quintile, Mr. Anderson was a Client Service Director at myCFO. Prior to joining myCFO, he was a tax partner with Arthur Andersen, LLP. During his 20 years at Arthur Andersen, Mr. Anderson was a founding board member of Arthur Andersen Financial Advisors, a wholly-owned registered investment advisor, and also served on the firm's national Compensation Planning Specialty Team as well as the Family Wealth and Private Client Services Specialty Team. He is both an attorney and a CPA and holds a BSBA in Accounting and Economics as well as a Juris Doctor degree from Valparaiso University. He was a founding member of the Advisory Board of the University of Southern California Family Business Program and sits on several boards, including Step Up On Second, Idyllwild Arts Academy, the Boy Scouts of America Western Council and the National Council for Valparaiso University School of Law.


Ken ...

aspiriant.com [cached]

Ken Anderson ASPIRIANT

...
Kenneth J. Anderson Director - Wealth Management, Principal
Ken has more than 30 years of experience in advising ultra-affluent families, corporate executives and business owners. At Aspiriant he leads a team of professionals who provide clients financial strategies related to taxes, estate planning, investments, insurance and philanthropy. Ken is a member of Aspiriant's Board of Directors.
Ken was one of the co-founders of Quintile Wealth Management, an integrated wealth management firm established in 2002 in Los Angeles, which merged with Kochis Fitz in 2008 to become Aspirant. Prior to Quintile, Ken was a Client Service Director in myCFO's Los Angeles office, where he provided wealth management services and guidance to more than 30 high net-worth families and adult children.
Before joining myCFO, Ken was a tax partner with Arthur Andersen in Southern California, where he established the firm's Family Wealth Planning and Personal Financial Planning Practices group.
Ken earned a BS degree in Business Administration from Valparaiso University and a JD degree from the Valparaiso University School of Law. He is a Certified Public Accountant, a member of numerous state Bar Associations, and is a past member of the American Institute of Certified Public Accountants and the Sports Lawyers Association. Ken was also a founding member of the University of Southern California Family Business Program's Advisory Board and is a former Director of the Society of CPAs/Financial Planners.
His civic activities include: Providence Hospitals Community Board of Directors (2009 to current) Step Up on Second Board of Directors (2002-current); National Council for The Valparaiso University School of Law (Emeritus). Ken is currently a Member of the following private philanthropic Board of Directors: Iacocca Family Foundation; The Ray R. Irani Foundation; Kingdomworks SDG Foundation and the Collins Family Foundation. Ken was also past treasurer and member of the Board of Governors for Idyllwild Arts Academy (1984-2004); Board member of the Boy Scouts of America Western Council (1999-2003) Member of the Los Angeles Philanthropic Foundation and the professional Advisory Board for the Los Angeles Children's Bureau. He served on the Chicago Lung Association and helped establish the Hospice of the North Shore. Ken is listed in Who's Who in America and Who's Who in The West.
Ken is a frequent guest speaker and lecturer for financial services trade organizations as well as civic and professional groups. Ken is a noted expert on tax and wealth planning issues and has been quoted in publications such as Forbes, Business Week, Wall Street Journal, New York Times, Los Angeles Times and numerous other periodicals.


ASPIRIANT

www.kochisfitz.com [cached]

Kenneth J. Anderson Director - Wealth Management, Principal

Ken has over 30 years of experience advising ultra affluent families, corporate executives and business owners. Ken co-founded Quintile Wealth Management, an integrated wealth management firm in 2002, which merged with Kochis Fitz in 2008 becoming Aspirant.
Prior to Quintile, Ken was a Client Service Director in myCFO's Los Angeles office. While at myCFO, Ken provided tax, estate, investment, insurance and philanthropy services to more than 30 high net worth families and adult children. He established significant clientele at myCFO through long term following and new business development.
Prior to myCFO, Ken was a Tax Partner with Arthur Andersen, LLP in their Southern California offices. He established Arthur Andersen's Southern California Family Wealth Planning and Personal Financial Planning Practices. He recruited professionals and built practice from the ground up to include in excess of 40 professionals. Ken consulted with business owners, professionals, executives, professional athletes and family groups. Ken was a founding Board member and established the west coast practice for Arthur Andersen Financial Advisors (AAFA), a Registered Investment Advisor for Arthur Andersen and its clients.
Ken's role for AAFA included Due Diligence for third party advisory service providers; participation in the creation of policies and procedures for the newly created firm-wide practice initiative; SEC compliance, professional training, registration, client acquisition and setup, performance reporting, manager search procedures and custodian relationships.
Ken earned Juris Doctorate from the Valparaiso University School of Law, 1979, and a Bachelor of Science in Business Administration from Valparaiso University in 1976. Ken is a Certified Public Accountant and member of numerous State Bar Associations, as well as a past member of the American Institute of Certified Public Accountants and the Sports Lawyers Association. Ken was also a founding member of Advisory Board of the University of Southern California Family Business Program and a former Director of the Society of CPA's/Financial Planners.
His civic activities include Board of Directors of Step Up on Second (2002-current); National Council for the Valparaiso University School of Law (2000 - current). Ken is currently a Member of the following private philanthropic Board of Directors: Iacocca Family Foundation; The Ray R. Irani Foundation; Kingdomworks SDG Foundation and the Collins Family Foundation. Ken was also past treasurer and member of the Board of Governors for Idyllwild Arts Academy (1984- 2004); Board member of the Boy Scouts of America Western Council (1999-2003 ) Member of the Los Angeles Philanthropic Foundation and the professional Advisory Board for the Los Angeles Children's Bureau. Served on the Chicago Lung Association and helped establish the Hospice of the North Shore. Ken is listed in Who's Who in America and Who's Who in The West.
His other professional activities include guest speaker and lecturer to numerous trade organizations, civic and professional groups Ken is also a noted expert on tax and wealth planning issues and has been quoted in publications such as Forbes, Business Week, The Wall Street Journal, New York Times, Los Angeles Times and numerous other periodicals.


Quintile Wealth Management | Founding Partners

www.quintile.com [cached]

Kenneth J. Anderson

...
Kenneth J. Anderson
Ken has over twenty-five years of experience advising ultra-affluent families. Prior to co-founding Quintile Wealth Management, Ken was a Client Service Director in myCFO's Family Office Services group. Before that, Ken was a tax partner of Arthur Andersen, LLP. During his 20 years at Arthur Andersen, Ken established the Family Wealth Planning and Personal Financial Planning practices in the firm's Southern California offices. In addition, he was a founding board member of AAFA, Arthur Andersen Financial Advisors, a wholly-owned Registered Investment Advisor, and served on the firm's national Compensation Planning Specialty Team as well as the Family Wealth and Private Client Services Specialty Team. Ken is both an attorney and a CPA and holds a BSBA in Accounting and Economics as well as a Juris Doctor degree from Valparaiso University. He was a founding member of the Advisory Board of the University of Southern California Family Business Program, is listed in Who's Who in America and Who's Who in the West and continues to sit on several boards, including Step Up On Second, Idyllwild Arts Academy, the Boy Scouts of America Western Council and the National Council for Valparaiso University School of Law.


They say, 'I'll make money some ...

stp.abc15.com [cached]

They say, 'I'll make money some other way,' "says Ken Anderson, a director in Los Angeles with wealth-management firm Aspiriant. Sometimes they can.

"I know firsthand some celebrities in this town go on tour because they have to, not because they want to," Anderson says.
...
"It's important to insulate your lifestyle," Anderson says.

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