Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Kenneth Y
Series 63, Series 65
Industry, CA
StoneX Advisors Inc.
Kenneth Yuen is a financial advisor at StoneX Advisors Inc. with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at StoneX Securities Inc. and Quest Capital Strategies, Inc. Outside of his advisory role, Yuen is involved in insurance sales and provides training and support to licensed insurance agents. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, and consulting services. The firm uses a variety of portfolio implementation platforms and supports multiple account structures, operating as part of the broader StoneX Group with integrated clearing, custody, and lending capabilities.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters