With more than 30 years of financial service industry experience, Ken brings knowledge from his roles as a financial advisor and external sales and key accounts professional to being the Managing Director for the Gulf Coast Region for Capital Wealth Planning. Ken’s main responsibilities are to lead the growth and development of Capital Wealth Planning (CWP) in the states of FL, LA, MS, AL, and TX. Ken ensures the quality and consistency of the advisor experience through detailed oversight of each advisor and partner interaction. Ken also plays a key role in educating potential partners about the benefits of investing with Capital Wealth Planning. Ken holds a Bachelor’s Degree from Western

Kenneth Coffman
Managing Director
Capital Wealth Planning LLC
United States, Florida, Sarasota
About Me
Profile Information
Managing Director
Capital Wealth Planning LLC
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Sarasota
Florida
United States
Aug 5, 2025
More profiles to browse
JS
Josh Smith
Chief Investment Officer
Kevin Simpson
Founder, Chief Executive Officer and Chief Investment Officer
You Might Like
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management