Meet The Team
The team behind Sweitzer Income Planning is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Owner and Financial Professional
Ken is an independent financial professional who creates custom financial strategies with clients’ passions in mind.
For 36 years, Ken has helped retirees and pre-retirees who want to protect their retirement income from risk of loss. Since founding Sweitzer Income Planning, he has made independence and doing what’s in the best interest of his clients the focus of his firm.
Ken has a degree in finance from the University of Connecticut.
A resident of Old Lyme, Connecticut, Ken and his wife of 30 years, Cari, have three children: KC, Sam and Sloane. Ken enjoys spending time outdoors and is an avid hiker and golfer. He has played a variety of other sports as well and remains one of the most decorated student athletes in the history of University of Connecticut football. Ken is a past vice president of the Board of Directors of The Children’s Center of Hamden. He was a board member for 20 years. Ken also served on the advisory board of Shoreline Bank, which is now Webster Bank.
For 25 years, Cari has designed structured income plans for our clients. Cari also served the community as a care coordinator for local seniors and their families. She has seen it all regarding aging, the rising costs of health care, and the financial and emotional impact on families. Cari is a volunteer at the Old Saybrook Senior Center and an active member of the Child & Family Agency.
Cari holds a life and health insurance license.
Cari received a Bachelor of Arts from the University of Southern California.
Sam joined Sweitzer Income Planning, LLC and made it a multi-generational family business. His goal is to deliver quality financial plans to clients in order to aid them in their life goals. Sam provides value to his clients by holding his Series 65 Investment Advisor Representative license, as well as being an independent insurance agent. Prior to joining the firm, he served clients as an associate auditor in the Greater-Boston Area for Deloitte. During his time there he gained insight into commercial banking, manufacturing, and mutual fund companies. Sam earned a Master of Science in Accounting and a Bachelor of Science in Accounting from the University of Connecticut. His tax-focused education and experience made for a natural progression from auditing to financial advising.
Ready to Take The Next Step?
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