Ken Barnes, CFP®, CIMA®

Ken Barnes, CFP®CIMA®

Investment Consultant

Ken Barnes serves as an Investment Consultant in the Richmond, VA office and joined SageView in 2014. His primary focus is providing institutional clients with in-depth analysis of retirement plan investment options and other relevant information to assist them in their fiduciary investment decisions on behalf of plan participants.

Prior to joining SageView, Ken served as a Product Representative in the Retirement Plans Group for BB&T Scott & Stringfellow. During his tenure at BB&T Scott & Stringfellow he was responsible for providing plan design consultation, relationship building, RFP analysis, and facilitating plan conversion and implementation.

Ken received a Bachelor’s Degree in Economics from the University of Mary Washington in Ferdericksburg, VA. He is Series 7 and 66 registered and also obtained the Certified Investment Management Analyst (CIMA®) designation from the Investment Managements Consultants Association. Ken is a Certified Financial Planner (CFP®) and holds the Cash Balance Consultant certification through Kravitz, Inc.