Kent Kopen
Faculty Advisor @National Institute Of Financial Education
Austin, TX, US
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MOBILE NUMBERS
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WORK HISTORY
Jul 2007 — Present
Faculty Advisor @National Institute Of Financial Education
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Austin, TX, US
EDUCATION
N/A
University of Colorado at Boulder
BS
N/A
University of Southern California - Marshall School of Business
MBA
2010
College for Financial Planning
CRPC, CE
SKILLS
BankingMutual FundsPortfolio ManagementLoansMortgage BankingBusiness DevelopmentWealth ManagementLoan OriginationNmls LicensedFinancial ServicesFinancial Literacy TrainingReverse MortgagesFinancial PlanningMortgage LendingRefinanceCoachingResidential MortgagesPublic SpeakingEstate PlanningUnderwritingChartered Retirement Planning CounselorCa Insurance LicenseInsuranceRetirementStrategic Financial PlanningMentoringRetirement PlanningMortgage MarketingSeries 7Small BusinessTeachingCertified Liability AdvisorLiability AnalysisFinancial AdvisoryInvestment AdvisoryProject ManagementManagementInvestmentsCa Real Estate Broker LicenseFha Financing
ABOUT KENT KOPEN
I advise on the side of the balance sheet most people manage by themselves (liabilities).…
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