Kenneth Boone is the sole advisor at Kenneth E. Boone Wealth Management, LLC in Oakdale, CA, with 26 years of experience in the industry. He holds a life insurance license and occasionally offers clients life insurance, long-term care policies, or annuities as part of the wealth planning process. The firm advises individual clients, including high-net-worth households, on comprehensive wealth planning and portfolio management. Its investment approach is based on Modern Portfolio Theory, focusing on customized investment policies, diversified asset-class exposures, and quarterly rebalancing, with most assets managed on a non-discretionary basis through a third-party administrator.

Joshua Natham is a Certified Financial Planner® (CFP®) with seven years of industry experience. He has been with Kenneth E. Boone Wealth Management, LLC since 2016. Outside of his advisory role, he is a licensed insurance producer and life insurance agent, offering insurance products such as long-term care and life insurance when appropriate for clients' financial plans. Kenneth E. Boone Wealth Management, LLC provides comprehensive wealth planning and portfolio management services mainly for individual and high-net-worth clients. The firm uses a Modern Portfolio Theory framework with customized Investment Policy Statements and emphasizes diversified, long-term asset-class exposures, managing most assets on a non-discretionary basis through a third-party administrator.