Kenneth E. Guard, CFP, RFC, IAR, Estate and Financial Planning, Wealth Management in Naples, Fort Myers, and Sarasota, Florida

Mr. Kenneth Edward Guard

Investment Advisor Representative

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Mr. Guard's financial planning practice goes beyond the simple preservation of his client's assets for themselves, their immediate families and future generations. He counsels successful individuals and their families to help them define and articulate a multi-generation mission statement, establish goals for the best use of their time, talent and resources, and implement their plans to achieve their financial and non-financial goals and dreams.

Disillusioned with traditional financial planning, which often treats people as though they are nothing more than a financial statement, Kenneth Guard developed a unique approach to help his clients integrate their human resources, intellectual resources, and financial resources. The result is that his clients are empowered to reach beyond simple monetary achievement and leave a lasting positive imprint on their family and the world in which they live.

Mr. Guard has been successful in developing plans which have helped his clients reposition their social capital to benefit not only their community, but also their family's future generations. His experience has enabled him to fine-tune his ability in assisting people of wealth address important questions often overlooked by traditional planners. One of Ken's favorite hard questions is: "Perhaps you have considered what your money may do FOR your children and grandchildren, but have you considered what your money might do to TO them?"

Kenneth Edward Guard, CFP™, Investment Advisory Rep
Naples, Ft. Myers, Sarasota Florida


Series 65 Investment Advisor Representative, Investors Security Company, Inc
Series 7 General Securities Registration since 1984 (stocks, bonds & mutual funds)
Past President and Principal of an SEC/NASD registered securities firm
FL insurance license (life, health, variable)
Graduate REALTORS Institute University of Virginia 1970, licensed broker FL & VA, practice limited to 1031"tax-free" exchange consulitng for financial planning clients.
Recognized authority on 1031"tax-free" exchanges-over 30 SUCCESSFUL exchanges to date
Authored and taught courses certified by FL BAR & Board of Accountancy & FPA for Continuing Education Credits for lawyers, CPA's and CFP's
wealth management, estate planning, CERTIFIED FINANCIAL PLANNER, retirement, investments Kenneth E Guard - Wealth Management
Securities offered Securities America, Inc. Member FINRA / SIPC, and advisory services offered through Securities America Advisors, Inc. Kenneth E Guard Representative. Securities America and its representatives do not provide tax or legal advice.

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