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®) and holds a Series 65 license with six years of industry experience. He has been with Kenneth E. Boone Wealth Management, LLC since 2016, after working at HKG LLP for one year. Natham is also a licensed insurance agent, offering insurance products as part of comprehensive wealth planning when appropriate. Kenneth E. Boone Wealth Management advises individual and high-net-worth clients on wealth planning and portfolio management, utilizing a Modern Portfolio Theory framework. The firm emphasizes customized investment policies, diversified long-term asset-class exposures, and manages the majority of assets on a non-discretionary basis through a third-party administrator.