DIEFENDORF CAPITAL PLANNING ASSOCIATES |
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Kenneth K. Dillenbeck, Jr., CPA, CLU, ChFC, C3DWPPresident - The Tax Advisory Group, Inc.
Phone: 516-759-3900 Ext. 1017 As a practicing tax accountant, Ken brings further diversification to the Diefendorf team. Prior to joining us in 1996, Ken was a partner in an accounting practice. In addition to having his CPA designation, he has both his Chartered Financial Consultant (ChFC) and Chartered Life Underwriters (CLU) designations from the American College in 1997 & 1998. In 2005, Ken attained the "total" wealth management professional designation of Certified 3 Dimensional Wealth Practitioner (C3DWP). He is co-owner and president of The Tax Advisory Group, Inc., as well as the principal of Kenneth K. Dillenbeck, Jr. CPA, PC. In addition, Ken is Series 7, 63 and 28 registered with the FINRA and is a Registered Representative of Sterling Monroe Securities, LLC and a Registered Fiduciary (RF). ![]()
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152 Forest Avenue Phone: 516-759-3900 |

Securities offered through: Trust services offered through:
Sterling Monroe Securities Argonne Trust Company, LLC
168 Forest Avenue 201 S. Phillips Ave., Suite 224
Locust Valley, NY 11560 Sioux Falls, SD 57104
516-759-5735 605-271-5144
Member FINRA, SIPC