Ken Prodger, CFP®,ChFC®,ChSNC®


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Ken Prodger, CFP®,ChFC®,ChSNC®

Special Needs Planning Group

4633 Old Ironsides Dr #436
Santa Clara, CA 95054
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Profile

Ken Prodger is a Certified Financial PlannerTM and Chartered Special Needs Consultant (ChSNCTM).  As of May 2015, Ken is the only such credentialed advisor in Northern California.

Ken provides comprehensive holistic financial advice regarding special needs trusts, life care planning, letters of intent, and how to obtain and preserve need based government benefits.   These areas are in addition to typical financial concerns that families have, such as retirement planning and investment management.

Parents are often overwhelmed with therapy, IEP's and countless other issues.  Parents worry about the financial implications of having a child with special needs; they often don't have the time or energy to address those issues.  Planning is critical, especially because “typical” financial planning rules may not apply. Ken guides parents through the special needs financial planning process so that everyone, from siblings to future caregivers, understands the child's life care plan. Parents receive a written long-term comprehensive financial plan that provides a path to follow, helping to ensure that their child's needs – and the money to pay for them – will continue for the child's lifetime. 

Ken has a son with special needs and is an active board member of Parents Helping Parents (PHP), a non–profit for special needs families and parents.  He is a native Californian and received his Master's Degree  from the University of San Francisco.

Each of his financial planning clients receive their own personal wealth management website.  Clients can monitor progress with their financial plan and even strategize through cash flow analysis and "what if' scenarios.

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Tell us about your special needs issue and we will put you in touch with Ken Prodger, CFP®,ChFC®,ChSNC®

   I understand that by contacting a lawyer or a law firm through the Academy of Special Needs Planners, I will not create an attorney-client relationship and the message will not necessarily be treated as privileged or confidential. I also understand that if I contact a non-attorney member of the Academy, whether a financial planner, trustee or other non-attorney, that such contact does not by itself mean that the professional has been retained and that communications with the member may not be treated as privileged or confidential.