Kofo Akosile
Financial Planner @Dreammaker Financial
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WORK HISTORY
Financial Planner @Dreammaker Financial
Houston, TX, US
Assists in the clarification, understanding and quantification of client’s financial goals and needs.• Assists clients in gathering the information needed to prepare the financial plan.• Creates a financial plan that provides information and strategies to help clients make better informed financial decisions.• Educates clients on solutions to the potential hidden risks that may disrupt their financial plan.• Meets with family members, executors and other advisors to discuss the clients’ financial plan, if desired, for a concerted effort.• Periodically updates the clients’ financial plan, if desired, to help clients make adjustments due to our ever changing environment.
EDUCATION
University of Houston
Bachelor of Science (B.Sc.), Economics
ABOUT KOFO AKOSILE
Life is constantly in motion. Because of the constant movement, financial decisions can…
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