Owner
CurrentDesign, implement and manage personal financial plans for individuals, families, professionals and small business owners. Fee-only boutique.
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@cox.net
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3 phones found area 405
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Christi Powell is listed as CERTIFIED FINANCIAL PLANNER. Fee only adviser. at Financial Planning Association, a with 348 employees, based in Edmond, Oklahoma, United States. AeroLeads shows a work email signal at cox.net, phone signal with area code 405, and a matched LinkedIn profile for Christi Powell.
Christi Powell previously worked as Owner at Falcon Financial Of Oklahoma, Llc and Owner/Manager at Falcon Financial Of Ok, Llc. Christi Powell holds Bs, Dental Hygiene from University Of Oklahoma Health Sciences Center.
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Specializing in individualized financial planning for near retirees or those wishing to retire early in life. We help clients meet their personal and financial goals as efficiently as possible, in line with their risk tolerance and time horizon. Ongoing planning and management covering investments, estate, tax, philanthropy, insurances, retirement decisions, Social Security/Medicare and personal cash flow. I intend to have life-long relationships they will be proud to pass on. www.falconfinancialok.com
Listed skills include Financial Planning, Investments, Public Speaking, Financial Advisory, and 21 others.
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Edmond, Ok
Design, implement and manage personal financial plans for individuals, families, professionals and small business owners. Fee-only boutique.
I design and implement financial plans. Ongoing Investment management, cash flow planning and tax planning for clients.
Help hands-on Board set goals. Work with Committee Chairs towards those goals.
Other employees you can reach at onefpa.org. View company contacts for 348 employees →
Irfansyah N
Colleague at Financial Planning AssociationIndonesia
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DT
David Treloar Cfp
Colleague at Financial Planning AssociationMildura, Victoria, Australia
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Farah Diba
Colleague at Financial Planning AssociationIndonesia
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Rafe Haar
Colleague at Financial Planning AssociationNew York City Metropolitan Area, United States
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DT
Daniel Terry
Colleague at Financial Planning AssociationTogo
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PC
Placement Cfp
Colleague at Financial Planning AssociationMumbai, Maharashtra, India
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Cherl Louthen
Colleague at Financial Planning AssociationCarpinteria, California, United States
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MT
Megan Tallman, Cmp
Colleague at Financial Planning AssociationEnglewood, Colorado, United States
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Rohit Kumar
Colleague at Financial Planning AssociationGhaziabad, Uttar Pradesh, India
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Tieu Ha Anh Khoi Khoi
Colleague at Financial Planning AssociationCan Tho, Vietnam, Viet Nam
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CFP course work.
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Christi Powell works for Financial Planning Association.
Christi Powell is listed as CERTIFIED FINANCIAL PLANNER. Fee only adviser. at Financial Planning Association.
AeroLeads has found 1 work email signal at @cox.net for Christi Powell at Financial Planning Association.
AeroLeads has found 3 phone signal(s) with area code 405 for Christi Powell at Financial Planning Association.
Christi Powell is based in Edmond, Oklahoma, United States while working with Financial Planning Association.
Christi Powell has worked for Falcon Financial Of Oklahoma, Llc, Falcon Financial Of Ok, Llc, and Financial Planning Association.
Christi Powell's colleagues at Financial Planning Association include Irfansyah N, David Treloar Cfp, Farah Diba, Rafe Haar, and Daniel Terry.
You can use AeroLeads to view verified contact signals for Christi Powell at Financial Planning Association, including work email, phone, and LinkedIn data when available.
Christi Powell holds Bs, Dental Hygiene from University Of Oklahoma Health Sciences Center.
Christi Powell is listed with skills including Financial Planning, Investments, Public Speaking, Financial Advisory, Small Business, Personal Finance, Financial Analysis, and Mutual Funds.
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