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Kenyon Lederer

CFP®, CFS®, ChFC®
Pinnacle Asset Management, Inc
Roseville, CA
Integrity. Wisdom. Character

Meet Kenyon

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Introduction - Kenyon Lederer
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Tactical Portfolios- Kenyon Lederer
Video Transcripts

Kenyon Lederer is President and an Investment Adviser Representative of Pinnacle Asset Management, Inc. He has coached thousands of individuals on the importance of smart investing and his retirement workshops have been widely attended by employees of major companies including AT&T. His practice focuses on assisting individuals through all phases of the retirement process and helping to manage their assets to secure a comfortable future. Kenyon is a graduate of…

Kenyon Lederer is President and an Investment Adviser Representative of Pinnacle Asset Management, Inc. He has coached thousands of individuals on the importance of smart investing and his retirement workshops have been widely attended by employees of major companies including AT&T. His practice focuses on assisting individuals through all phases of the retirement process and helping to manage their assets to secure a comfortable future. Kenyon is a graduate of California State University, Sacramento where he obtained a Bachelor of Science degree in Business Administration with an emphasis in Finance. He holds the prestigious certification of CERTIFIED FINANCIAL PLANNER™ practitioner, which demonstrates his comprehensive knowledge in all areas of personal finance. In addition, Kenyon has earned the Professional Designations of Chartered Financial Consultant (ChFC) and Certified Funds Specialist (CFS).

Kenyon lives with his wife, Melissa, and their two sons in Granite Bay, CA. He has a daughter attending Loyola Marymount University.


Services offered

Investment management
Financial planning
Retirement planning
Tax planning
Estate planning
Socially responsible investing

Fee structure

Based on % of assets

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™
CFS® - Certified Fund Specialist®
ChFC® - Chartered Financial Consultant®

Education

Bachelors