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Mini ken nuttall
BlackDiamond Wealth
New York, NY

Ken Nuttall

CFP®
I help clients make good financial decisions using various insurance and investment products.
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Meet Ken

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Introduction - Ken Nuttall
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How to Get to Retirement - Ken Nuttall
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Why Financial Planning is Important - Ken Nuttall
Video Transcripts

My firm helps clients to accumulate, protect and grow their wealth using various insurance and investment products. We help clients to enjoy a secure retirement, provide financial security for their families, leave a legacy, and provide college funding strategies for their children or grandchildren. We work with business owners to optimize their benefit plans including health insurance and retirement plans.

If you are interested in learning how I can help…

My firm helps clients to accumulate, protect and grow their wealth using various insurance and investment products. We help clients to enjoy a secure retirement, provide financial security for their families, leave a legacy, and provide college funding strategies for their children or grandchildren. We work with business owners to optimize their benefit plans including health insurance and retirement plans.

If you are interested in learning how I can help you preserve wealth, minimize risk, and ensure the health of your financial future, please contact me.

The following are my licenses and certifications:
• Certified Financial Planner™
• Life and Health Insurance Licensed
• Licensed to sell insurance products in NY, DE, PA, RI, NJ, FL, CA

Advice for contacting Ken:
Email: knuttall@blackdiamondwealth.com
Work: 212 328 1762
Cell: 302 893 7985


Services offered

Investment Management
Financial Planning
Investment Consulting
Retirement Planning
College Planning
Estate Planning
Insurance Management
Employer Sponsored Retirement Plans
Long-Term Care Planning

Experience with

Small business owners
Finance professionals
Business executives
Families

Fee structure

Based on % of assets
Fee & Commission
Flat Fee/Retainer
Hourly

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Memberships

FPA - Financial Planning Association

Education

MA - Pace University-New York
Bachelors - University of Delaware
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