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Kenneth C
CFP®, Series 63, Series 65
San Diego, CA
Corlett Financial, Inc.
Kenneth Corlett is a CFP® professional with 23 years of industry experience, currently serving as the sole advisor at Corlett Financial, Inc. in San Diego, CA. He previously worked at Worthpointe Wealth Management for two years before founding his firm in 2017. Corlett is also a partner and wealth advisor with another investment advisory firm and holds active securities licenses, though he has not been engaged in insurance activities for over two years. Corlett Financial, Inc. provides portfolio management, financial planning, and consulting services primarily to individual and high-net-worth clients. The firm employs an investment approach that combines cyclical analysis with modern portfolio theory, offering both discretionary and non-discretionary management with a focus on tailored investment strategies and regular account reviews.
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