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Kenneth B
Series 63, Series 65
Palm Desert, CA
Savvy
Kenneth Bobadilla is a financial advisor at Savvy with 11 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Savvy in 2025, he worked at Mercer Global Advisors, Inc. for four years and at Epstein and White Financial LLC and Epstein and White Retirement Income Solutions, LLC for a combined seven years. Bobadilla is also an insurance agent with Burdt and Luchetti Insurance Group, where he offers health insurance to individuals and businesses. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm delivers customized investment plans primarily using an index-based, long-term approach, supplemented by active equity portfolios and tax-aware direct indexing, supported by third-party sub-advisers and fintech platforms.
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