Ken Hajdik has built his 20+ year financial services career on the motto “Let’s Make a Plan.” A provider of financial planning and investment advisory services, Ken is committed to helping individuals and small businesses prepare for the future. He took the extra step to demonstrate his professionalism by underdoing the rigorous CFP® certification process that includes ethical requirements.
Ken focuses first on helping clients define their personal goals and then draws on his expertise to implement strategies that address each objective. He is detail oriented as he provides a full range of financial planning and investment advisory services including Investment Management, Cash Management, Retirement Planning, Insurance Planning, Education Planning and Estate Planning.
Ken also implements, supports and advises on qualified plans for small businesses and self-employed individuals.
Community Involvement and Support¹
- Faithbridge Church
- Young Life Greater Houston Region
- Bridging for Tomorrow
Education and Certifications
- Certified Financial Planner™ professional
- Series 7, 31, 63, 65 and 66 Securities Licenses
- Texas Life and Health Insurance licenses
- Texas State Technical College
Professional Experience and Recognition
- Champion Forest Financial Advisors
- Citigroup Global Markets Inc./Smith Barney
- Equity Services, Inc.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.