Kenneth Cervantes, CRPC®, is a Financial Consultant at Grassi Investment Management, renowned for personalized investment strategies and holistic wealth planning. With expertise in crafting tailored portfolios focused on undervalued equities and bonds, Kenneth diligently partners with individuals, families, foundations, and institutions to achieve their financial goals. As a Chartered Retirement Planning Counselor, he emphasizes fiduciary responsibility, transparency, and strategic client collaboration.

Kenneth graduated Magna Cum Laude from Saint Mary’s College of California, double concentrating in Finance and Marketing. His prior experience includes serving as a Financial Advisor at Merrill Lynch and supporting early-stage companies as an investment banking associate. Grassi Investment Management, established in 1984, is distinguished by its disciplined approach and exceptional client care. For customized financial guidance aligned with your life’s aspirations, connect with Kenneth at Grassi Investment Management.