Jerry Kiefer
Founder/ Financial Professional at Cornerstone Planning Group
- Role
- Founder Financial Professional at Cornerstone Planning Group, Llc
- Location
- Edmond, OK, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Jerry Kiefer
As a financial professional and active member of my community, I have been dedicated to…
Experience
Founder Financial Professional
Cornerstone Planning Group, Llc
Jun 2006 — Present
Education
Oklahoma State University
Bachelor's Degree
1987 — 1992
Skills
- Estate Planning Strategies
- Education Planning Strategies
- Insurance Strategies
- Investment Services
- Retirement Planning
- Estate Conservation Strategies
- 401(K) Distribution Planning
- Tax Efficient Investing Strategies
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