Ken Painter, CFP®

Founder & Chief Wealth Advisor

  • Ken Painter is the Founder and Chief Wealth Advisor at Strata Wealth Advisors. He works with families to fully explore and develop their vision, values and goals and then coordinates with their team of advisors to optimize financial planning and eliminate coordination gaps.

    With access to specialists across the country, Ken manages the most complex family situations. Since 2000, he has helped countless families significantly reduce their estate tax burden and has implemented numerous strategies to help improve family estate/asset protection — all while ensuring a smooth transition of wealth from one generation to the next.

    Ken earned his B.B.A. in Finance from the University of North Texas and later obtained the CERTIFIED FINANCIAL PLANNER™ certification. He started his career at Fidelity Investments where his sole focus was investment planning. Seeking a more comprehensive and objective approach, he left Fidelity in 2003 and co-founded KPLL Private Wealth, Inc. In 2017, he launched Strata Wealth Advisors as an independent wealth management firm.

    When not in the office, Ken enjoys reading, exercise and travel. He is proficient in Spanish and enjoys building his skill with the language. Ken is a member of the Financial Planning Association where he currently serves as Treasurer. He is a member of the Entrepreneurs’ Organization (EO) and the Dallas Estate Planning Council and is affiliated with a number of study groups comprised of advisors from all parts of the country. He is also very active in a number of charitable organizations, including the Trinity Trust Conservancy and Education Without Borders where he serves as Vice President and a member of the Board.

    Areas of Expertise

    • Comprehensive wealth planning
    • Investment management
    • Retirement income planning
    • Risk management planning
    • Estate planning
    • Asset protection
    • Charitable gifting strategies