Kari Kokenge
Wealth Management | Financial Planning | Financial Services | Relationship Management | Investment Product Strategy Management
- Role
- Lead Advisor at Truewealth Financial Partners
- Location
- North Bend, WA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Kari Kokenge
I am a collaborative relationship builder and results-driven problem solver with 20 years…
Experience
Lead Advisor
Jul 2024 — Present · Bellevue, WA, US
Education
University of Puget Sound
Bachelor of Arts - BA, Business Administration
Santa Clara University
Certificate in Financial Planning, Financial Planning and Services
Skills
- Investments
- Investment Goal Setting, Planning, and Implementing
- Position Papers
- Investment Management
- Equities
- Asset Allocation
- Investment Policy
- Asset Management
- Data Analysis
- Financial Management
- Relationship Management/Client Service
- Managerial Finance
- Investment Strategies
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