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Kenneth Altman

Financial Planner, Financial Adviser

CRPC®, CLTC, RICP®

kaltman@financialguide.com
Phone: (704) 541-2735
Mobile: (704) 610-3680
Fax: (704) 541-2722
Other: Website
Professional Story
Focus Areas

Insurance Strategies, Investment Strategies (Reg. Reps Only), Retirement Income Planning, Risk Management Strategies, Business Owners, Business Succession Planning, Group Benefits, Retirement Strategies, Financial Education

Languages

English

Biography

I offer total financial needs analysis through a network of experienced professionals with expertise in:

  • Advisory services
  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies
  • Trust services*

*Trust services offered through the MassMutual Private Wealth & Trust, FSB

MM202503-300856

Check the background of this investment professional on FINRA's BrokerCheck

Personal Story
Education

University of Pittsburgh 1987-1992

Hobbies

Golf
Ice Hockey
Hiking

Affiliations & Memberships

Member of Financial Industry Authority, Inc (FINRA) Member of NAIFA

MassMutual Carolinas

4350 Congress Street #300 Charlotte, NC 28209
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MassMutual Carolinas Office