Ethan Kok, Cfp®

Ethan Kok, Cfp® Email and Phone Number

Helping busy professionals reach and navigate financial independence @ Sage Wealth Planning LLC
Ethan Kok, Cfp®'s Location
Georgetown, Texas, United States, United States
Ethan Kok, Cfp®'s Contact Details

Ethan Kok, Cfp® work email

Ethan Kok, Cfp® personal email

n/a
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.

Ethan Kok, Cfp®'s Current Company Details
Sage Wealth Planning LLC

Sage Wealth Planning Llc

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Helping busy professionals reach and navigate financial independence
Ethan Kok, Cfp® Work Experience Details
  • Sage Wealth Planning Llc
    Principal
    Sage Wealth Planning Llc May 2021 - Present
    Elk Rapids, Michigan, Us
  • Dow
    Account Manager
    Dow Jun 2020 - May 2021
    Midland, Michigan, Us
  • Dow
    Product Specialist
    Dow Dec 2017 - Jul 2020
    Midland, Michigan, Us
    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
  • Dow
    Rail Logistics Sourcing Specialist
    Dow Jun 2016 - Jun 2020
    Midland, Michigan, Us
    -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
  • The Dow Chemical Company
    Supply Chain Summer Intern
    The Dow Chemical Company May 2015 - Aug 2015
    Midland, Michigan, Us
    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.
  • Michigan State University
    Research Assistant
    Michigan State University Aug 2012 - May 2015
    East Lansing, Mi, Us
    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.
  • Xpo Logistics (Formerly Menlo)
    Track And Trace Intern
    Xpo Logistics (Formerly Menlo) May 2014 - Aug 2014
    Greenwich, Ct, Us
    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.
  • Evolution Development Group, Llc
    Summer Sales Intern
    Evolution Development Group, Llc May 2013 - Aug 2013
    Indianapolis, Us
    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.
  • Fabiano Brothers
    Merchandiser
    Fabiano Brothers Jun 2012 - Aug 2012
    Bay City, Michigan, Us
    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.

Ethan Kok, Cfp® Skills

Communication Teamwork Supply Chain Management Leadership Microsoft Excel Microsoft Word Sap Customer Service Business Golf Time Management Access Process Improvement Supply Chain Logistics Warehousing Sap Erp Powerpoint Management Research Sales Strategic Planning

Ethan Kok, Cfp® Education Details

  • Michigan State University
    Michigan State University
    Supply Chain Management
  • Michigan State University
    Michigan State University
    And Supply Chain Management

Frequently Asked Questions about Ethan Kok, Cfp®

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 the current company?

Ethan Kok, Cfp®'s current role is Helping busy professionals reach and navigate financial independence.

What is Ethan Kok, Cfp®'s email address?

Ethan Kok, Cfp®'s email address is ek****@****dow.com

What schools did Ethan Kok, Cfp® attend?

Ethan Kok, Cfp® attended Michigan State University, Michigan State University.

What skills is Ethan Kok, Cfp® known for?

Ethan Kok, Cfp® has skills like Communication, Teamwork, Supply Chain Management, Leadership, Microsoft Excel, Microsoft Word, Sap, Customer Service, Business Golf, Time Management, Access, Process Improvement.

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