Ian Kiefer
Financial & Retirement Planning | Wealth & Investment Management | [email protected]
- Role
- Certified Financial Plannertm Professional at Trinity Strategic Wealth
- Location
- Tulsa, OK, US
- LinkedIn followers
- 500 followers
About Ian Kiefer
Are you worried about your financial future? Whether you’re a young professional in the…
Experience
Certified Financial Plannertm Professional
May 2008 — Present · Tulsa, OK, US
I help clients plan for life events, whether that’s the birth of a child, changing careers, retirement, or even supporting you through the loss of a loved one. It’s my job to help you understanding how your finances are affected by each of those life events. In doing so, we can identify any concerns you may have and work toward achieving your goals and build a financial plan tailored specifically to you.
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