O U R A D V I S O R S
Ken Mantel CRPC®
Managing Director-Investments
Fundamental Choice Portfolio Manager
“Good fortune is what happens when opportunity meets with planning.” — Thomas Edison
About Ken
As Managing Director-Investments with Pathlight Advisors, Ken uses over thirty years of industry experience to help his clients identify and reach their financial goals. Ken has always had a passion for providing tailored advice. He understands the unique risks of investing and uses that perspective to meet his clients where they are. He listens to the needs of those he serves and uses that bond to help them navigate uncertainty to create the lives they dream of.
Ken holds the Chartered Retirement Planning Counselor, CRPC® designation. This program enables experienced advisors, who are focused on retirement planning for individuals, define a “road map to retirement.” There is a focus on clients’ pre- and post-retirement needs, as well as issues related to asset management and estate planning.
Ken has also held the Platinum Council* distinction five times, 2014-2016, 2022 and 2023. This distinction is held by a select group within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production in the previous year, and professionalism. With his Fundamental Choice Portfolio Manager designation, Ken creates portfolios specifically tailored to his client’s needs. The process is centered on each client’s life goals as they relate to their investment plan and is guided by Ken’s consulting process and deep investment knowledge. Most importantly he knows the significance of being very accessible to all his clients and listening to their needs.
Born in Wisconsin and raised in Montana Ken is an avid mountain biker and is a fan of anything involving skis. He also enjoys spending time golfing with his young son. He has been happily married since 2012 and is grateful for his wife’s continued support of his drive to serve his clients.
Ken holds the Chartered Retirement Planning Counselor, CRPC® designation. This program enables experienced advisors, who are focused on retirement planning for individuals, define a “road map to retirement.” There is a focus on clients’ pre- and post-retirement needs, as well as issues related to asset management and estate planning.
Ken has also held the Platinum Council* distinction five times, 2014-2016, 2022 and 2023. This distinction is held by a select group within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production in the previous year, and professionalism. With his Fundamental Choice Portfolio Manager designation, Ken creates portfolios specifically tailored to his client’s needs. The process is centered on each client’s life goals as they relate to their investment plan and is guided by Ken’s consulting process and deep investment knowledge. Most importantly he knows the significance of being very accessible to all his clients and listening to their needs.
Born in Wisconsin and raised in Montana Ken is an avid mountain biker and is a fan of anything involving skis. He also enjoys spending time golfing with his young son. He has been happily married since 2012 and is grateful for his wife’s continued support of his drive to serve his clients.
*The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of education components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.