Ke M. Dao
President, Wealth Manager
As an independent wealth manager, Ke specializes in providing individuals and small businesses with result-oriented financial guidance. 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.
Prior to founding the Rivertan Financial Group, Ke was a benefits consultant for Price Waterhouse Coopers 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. In 2007, Ke helped launch an independent financial planning firm.
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 energetic daughters Justine, Anna, and Ellie.