Principal
Current
May 2021 - Present
AeroLeads people directory · profile
Ethan Kok, Cfp® Email & Phone Number
Helping busy professionals reach and navigate financial independence
at
Sage Wealth Planning LLC
1 work email found
@dow.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Helping busy professionals reach and navigate financial independence
Location
Georgetown, Texas, United States
Who is Ethan Kok, Cfp®? Overview
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Quick answer
Ethan Kok, Cfp® is listed as Helping busy professionals reach and navigate financial independence at Sage Wealth Planning LLC, based in Georgetown, Texas, United States. AeroLeads shows a work email signal at dow.com and a matched LinkedIn profile for Ethan Kok, Cfp®.
Ethan Kok, Cfp® previously worked as Principal at Sage Wealth Planning Llc and Account Manager at Dow. Ethan Kok, Cfp® holds Bachelor'S Degree, Supply Chain Management from Michigan State University.
Company email context
Email format at Sage Wealth Planning LLC
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*@dow.com
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AeroLeads found 1 current-domain work email signal for Ethan Kok, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Ethan Kok, Cfp®
Owner/Financial Planner at Sage Wealth Planning, LLCPeople are in more control of their financial outcomes than ever before. That can be scary, but it also can lead to better outcomes if handled properly. At Sage, we believe the advice and strategy provided to the families we serve is our greatest value. Yes, we manage investments, but that is just one piece of the puzzle!Our goal is to help families: Gain clarity: Explore their goals and options for their next life stage.Get a plan: Understand the next steps for a successful transition.Reduce their taxes: Employ tax-smart strategies to keep more of their money.Ethan started his career at Dow, Inc. in Midland, MI. Throughout the next five years, Ethan worked in various supply chain, product marketing, and sales roles. His experiences at Dow taught him many valuable skills, such as managing client relationships, continuously improving processes, and quantifying large decisions.It was as a client of Sage Wealth Planning that he saw first-hand the value that the firm brings to Dow professionals. Ethan took interest in the services that were deployed to help his household, such as applying a restricted stock unit (RSU) strategy, using company benefits to build long-term wealth, and employing strategies to lower lifetime tax liability.Seeing their impact, Ethan felt inspired to pursue financial planning as a career. When appropriate, he now seeks to help Dow professionals use the above strategies and many more to achieve their financial goals. He is also an active real estate investor, and through this lens, he enjoys helping others think about the role real estate can play in the long-term wealth-building process.
Listed skills include Communication, Teamwork, Supply Chain Management, Leadership, and 17 others.
Current workplace
Ethan Kok, Cfp®'s current company
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9 roles
Ethan Kok, Cfp® work experience
A career timeline built from the work history available for this profile.
Account Manager
Jun 2020 - May 2021
Product Specialist
Responsible for the North America day to day implementation of business strategy for Specialty Additives & Fluids at DOW. -Strategic pricing & price auditing-Developing global asset strategies-Day to day order management
Dec 2017 - Jul 2020
Rail Logistics Sourcing Specialist
-Negotiating new railroad rates for Dow Chemical logistics-Analyzing rail volumes and strategizing how to show strength in a monopolized market-Allocating refunds to respective Dow businesses from tier 1 railroads
Jun 2016 - Jun 2020
Supply Chain Summer Intern
In the summer of 2015 I worked as an intern on the Dow Coating Materials Process Improvements Team. I used Microsoft Access and Microsoft Excel to build databases, create macros, and make recommendations on various projects within the supply chain function.
May 2015 - Aug 2015
Research Assistant
I worked under professor Linn Van Dyne of the Michigan State Management Department for three years. I used Microsoft Excel to summarize articles used in research, give credit to students for research participation, and for the transfer storage of hard-copy research tests to an electronic file. I created surveys for students to fill out. Lastly, I found relevant articles to Professor Linn Van Dyne's research using online encyclopedias and Google Scholar.
Aug 2012 - May 2015
Track And Trace Intern
In the summer of 2014, I worked as a track and trace intern. I was building skills in excel, SAP, and LMS to accurately track shipments. I also built time management and communication skills by communicating with up to 20 people per hour for shipment tracking and loading/unloading verification via Proof of Deliveries.
May 2014 - Aug 2014
Summer Sales Intern
In the summer of 2013, I built and executed a marketing plan for various target markets of home sellers in the Greater Denver Area. I also directly handled the purchasing and logistics process for various remodeling materials bought by Evolution Development.
May 2013 - Aug 2013
Merchandiser
I built a versatile set of warehousing skills by unloading shipments off of trucks, moving product from the back of large retail stores to the floor, making sure the product was fully stocked multiple times a day and multiple retail stores in the Saginaw area, and the consolidation of product in a warehouse to make the space as efficient as possible.
Jun 2012 - Aug 2012
2 education records
Ethan Kok, Cfp® education
Bachelor'S Degree, Supply Chain Management
Michigan State University
Bachelor'S Degree, Logistics, Materials, And Supply Chain Management
Michigan State University
FAQ
Frequently asked questions about Ethan Kok, Cfp®
Quick answers generated from the profile data available on this page.
What company does Ethan Kok, Cfp® work for?
Ethan Kok, Cfp® works for Sage Wealth Planning LLC.
What is Ethan Kok, Cfp®'s role at Sage Wealth Planning LLC?
Ethan Kok, Cfp® is listed as Helping busy professionals reach and navigate financial independence at Sage Wealth Planning LLC.
What is Ethan Kok, Cfp®'s email address?
AeroLeads has found 1 work email signal at @dow.com for Ethan Kok, Cfp® at Sage Wealth Planning LLC.
Where is Ethan Kok, Cfp® based?
Ethan Kok, Cfp® is based in Georgetown, Texas, United States while working with Sage Wealth Planning LLC.
What companies has Ethan Kok, Cfp® worked for?
Ethan Kok, Cfp® has worked for Sage Wealth Planning Llc, Dow, The Dow Chemical Company, Michigan State University, and Xpo Logistics (Formerly Menlo).
How can I contact Ethan Kok, Cfp®?
You can use AeroLeads to view verified contact signals for Ethan Kok, Cfp® at Sage Wealth Planning LLC, including work email, phone, and LinkedIn data when available.
What schools did Ethan Kok, Cfp® attend?
Ethan Kok, Cfp® holds Bachelor'S Degree, Supply Chain Management from Michigan State University.
What skills is Ethan Kok, Cfp® known for?
Ethan Kok, Cfp® is listed with skills including Communication, Teamwork, Supply Chain Management, Leadership, Microsoft Excel, Microsoft Word, Sap, and Customer Service.
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