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Kenneth B
Series 66
Brielle, NJ
Guardian Life
Kenneth Bogert is a financial advisor with Guardian Life, holding a Series 66 designation and 11 years of industry experience. He has worked at Guardian Life since 2015 and is also affiliated with United Lacrosse since 2012. In addition to his advisory role, he is licensed to sell term insurance from companies other than Guardian to provide clients with cost-effective term policies. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, and charitable organizations. The firm provides a range of financial planning and investment management solutions, including discretionary and model-based strategies, tailored to meet diverse client needs.
Kenneth B
CFP®, Series 63
Brielle, NJ
Guardian Life
Kenneth Bogert is a CFP® credentialed financial advisor with 40 years of industry experience, currently with Guardian Life since 2010. He is licensed to sell insurance products outside of Guardian as part of his business activities. Guardian Life, through its subsidiary Park Avenue® Wealth Management, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm utilizes a combination of advisor-led discretionary management and model-based strategies, providing tailored client solutions including financial planning, consulting, and access to proprietary and third-party investment programs.
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