Ke M. Dao
President, Wealth Manager
As an independent wealth manager, Ke and his team of professionals are dedicated to providing comprehensive financial planning for individuals and small businesses, with a specialization in meeting the unique product needs of physicians and medical group practices. Ke's consultative approach is to connect with clients on a personal level and communicate complex financial matters in a way that is easy for his clients to understand. For Ke, it starts with listening attentively to his clients' visions and values and helping them develop a clear road map to their financial goals.
Ke frequently addresses audiences about wealth management strategies tailored to the physician marketplace, including maximizing qualified plan deductions, asset protection strategies, executive and business succession planning, and coordination of their personal and employer-sponsored risk management programs.
Early in his career, Ke was a benefits consultant for PricewaterhouseCoopers and Hewitt Associates, where he was fortunate enough to work with several Fortune 500® clients. In 2002, Ke decided to pursue his true passion in the financial services industry and joined Northwestern Mutual as a Financial Representative before going on to found the Rivertan Financial Group.
Ke earned his Bachelor of Science degree in Applied Economics from Ithaca College and holds the following licenses: General Securities Representative (Series 7), Uniform Combined Investment Adviser Law Exam (Series 66), and Life & Health insurance licenses.
Ke was born in Vietnam and enjoys sharing his culture with family and friends through cooking. Ke spends his time away from work with his wife, Magdalena, and three daughters Justine, Anna, and Ellie.