Ken Fink

President CEO - Charitable Advisors and Family Wealth Counselors, LLC. at Tamar Fink, Inc
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Experience

    • United States
    • Insurance
    • 1 - 100 Employee
    • President CEO - Charitable Advisors and Family Wealth Counselors, LLC.
      • Sep 1986 - Present

      Expertly structuring estate plans to create powerful charitable legacies affirming a family’s mission, values and interests. - $1 billion generated since 1986 - Recently designed a plan giving $42 million to Cleveland’s United Hospitals - National public speaker and acclaimed author on tax, estate and charitable giving - Contributor to the critically-acclaimed book, Getting to the Heart of the Matter - Owner of Lion Street, comprising over 150 of the nation’s leading insurance and financial planning firms - Recipient of 2006 Preston Hotchkis Distinguished Achievement Award for charitable and business contributions to the community

Education

  • University of Pennsylvania
    Bachelor’s Degree, Religion/Religious Studies
    1982 - 1983
  • Semester at Sea (Sophomore Year)
    1981 - 1981
  • University of Colorado Boulder
    1979 - 1981

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