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Kenneth Leblanc

Advisor at Personal Financial Solutions, LLC

Updated today

Firm

Personal Financial Solutions, LLC

Location

Manasquan, NJ 08736

Credentials

CFP®, Series 63

Industry experience

24 years

About

Kenneth Leblanc is a CFP® with 24 years of experience in the financial industry. He is a managing member of KML Financial Services Group, L.L.C., and previously worked at Network 1 Financial Securities, Inc. for 17 years. Leblanc has been involved in financial planning and investment management since 1996. KML Financial Services Group provides discretionary investment management and comprehensive financial planning to individuals, trusts, businesses, and qualified retirement plans. The firm uses a combined strategic and tactical investment approach with multi-level diversification and continuous portfolio monitoring tailored to client risk profiles.

Client services

Based on Personal Financial Solutions, LLC

Financial planning Portfolio management

Expertise

Based on Personal Financial Solutions, LLC

Retirement income strategy General estate planning guidance College savings (529s, UTMA, etc.) Wealth management

Fee options

Fixed

Fees for Financial Planning and Investment Advisory Services are fixed rates, negotiable on a client-by-client basis and specified in each individual contract.

Percentage

$0 - $499,999: 1.25% $499,999 - $999,999: 1.15% $1,000,000+: 1.00%

Location

2517 Hwy 35, Bldg I Suite 103

Manasquan, NJ 08736

Most active in

New Jersey

Work history

Network 1 Financial Securities, Inc.

2003 - 2020 (17 years)

KML Financial Services Group, LLC

2001 - Present (25 years)

Personal Financial Solutions, LLC

1996 - Present (30 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Thomas M

Series 63, Series 65

Toms River, NJ

Asset Management Services Group, Inc.

Active portfolio management
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Dennis O

Series 66

Farmingdale, NJ

Coastal Financial Advisors, Inc.

General retirement planning College savings (529s, UTMA, etc.) Debt management

Kristen V

CFP®

Neptune, NJ

Pathways Financial Planning

Kristen provides unbiased, comprehensive financial planning with expertise in budgeting, retirement planning, investment strategies, tax planning, and major life transitions, including divorce. Her background in education - spending a decade teaching middle school English in San Francisco and Maine- gives her a unique perspective on guiding career changers through financial transitions. She is particularly passionate about working with Childfree individuals, early retirees (and the FIRE community), those navigating divorce, and those forging non-traditional financial paths. She offers hourly financial advice for those seeking one-time guidance or a cost-effective option, divorce planning for clients managing the financial complexities of separation, and ongoing financial planning for those who want continuous support in achieving their goals. Whether you're changing careers, planning for retirement, building wealth, or facing complex financial decisions, Kristen provides knowledgeable, compassionate guidance to help you create a plan that aligns with your goals and values.

General retirement planning General tax planning Work/Life Balance
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Howard S

CFP®, Series 63

Belmar, NJ

Integrated Asset Management, Inc.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retirement income strategy
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Chaim G

Series 65

Lakewood, NJ

Lakewealth Capital, LLC.

Factor investing / smart beta Active portfolio management
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Robert M

Series 63, Series 65

Neptune, NJ

DTM Advisory Group LLC

Cash flow / budgeting College savings (529s, UTMA, etc.) Long-term care insurance
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