Kanen Helbig, CFA, CFP®

Vice President

Kanen passionately serves as Vice President of Kings Path, where he has worked since November 2015. In this role, he provides families and institutions with customized and well-designed investment and financial planning solutions. Kanen assists the team with the development of company benchmarks, risk models, and client portfolios. Additionally, Kanen serves clients by providing reporting, performance and cash flow analysis, financial modeling and goals-based planning. Kanen is devoted to helping clients utilize their resources optimally and with purpose, understanding that we are stewards of our time and possessions.

While attending Texas A&M University Kanen received his Bachelor of Business Administration in Finance, graduating magna cum laude. Kanen is a CFA® charterholder and a CERTIFIED FINANCIAL PLANNER™ professional who enjoys partnering with clients to develop their financial journey in hopes of meeting their goals.

Kanen has been married to his beautiful wife, McKenzie, since March 2016. Together they have a daughter and two sons. In his free time, Kanen enjoys spending quality time with his family, playing basketball, ultimate frisbee, and board games, and watching almost any sporting event.

Kanen's ADV Part2B provides more background.