Jeff Kikel, Chfc®, Crpc®, Asbc®, Ccfs® Email and Phone Number
Jeff Kikel, Chfc®, Crpc®, Asbc®, Ccfs® work email
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Jeff Kikel, Chfc®, Crpc®, Asbc®, Ccfs® personal email
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Jeff Kikel, Chfc®, Crpc®, Asbc®, Ccfs® phone numbers
Jeff is the Freedom Guide!After years of working for others, Jeff had the epiphany that he had always been an entrepreneur inside other peoples companies. Finally realizing this helped Jeff to go on and found highly successful businesses, T-Werx Coworking, BKA Wealth Consulting, and CPTX Media LLC.As Jeff grew his businesses, he realized that his success was determined by a series of principles that he had followed over time. These concepts eventually formed the Freedom Day Method (tm) which Jeff used to reach his own Freedom Day in 2022. Freedom Day is the first day in your life that you have a Work-Optional Lifestyle.Jeff began sharing his Freedom Day Method with the public through his highly successful Freedom Nation Podcast (www.freedomnationpodcast.com), his Youtube Channel, and through his 7th book Overcoming The Retirement Trap: An 8-Step Financial Freedom Blueprint for Your Journey to Building Wealth, Creating Financial Independence, and Living a Life Beyond Limits Jeff resides in Cedar Park TX with his wife Crystal and their cat Salem. Very active in the community, Jeff is very active in the budding entrepreneur community and serves on the board of the Incubator.EDU program at Vista Ridge High School. Jeff believes in a lifetime learning approach to business. Jeff is a Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), Accredited Small Business Consultant (ASBC), Non-Qualified Plan Advisor (NQPA), Certified Email Marketing Specialist (CEMS) and Certified Content Marketing Specialist (CCMS)
Profit Pilot Tax And Financial Services Llc
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President And Chief Valuation AnalystProfit Pilot Tax And Financial Services LlcCedar Park, Tx, Us
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PresidentSure Horizon Retirement Advisors Aug 2024 - PresentSure Horizon Retirement Advisors is a full service Retirement Income Planning firm, focusing on working with Pre- and Early Retirees. We help clients plan their Social Security, Medicare, Retirement Income Planning, and help to develop passive income sources for our clients.
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President And Chief Investment OfficerFreedom Day Wealth Management, Llc Jan 2023 - PresentCedar Park, Tx, UsFreedom Day Wealth Management is a Full Service Independent Registered Investment Advisor. We specialize in helping individuals interested in reaching their "Freedom Day," the first day they have a work-optional lifestyle, in as short a time as possible. We specialize in working with professionals and business owners and help to design early exit plans for them.We help our clients achieve their goals through innovative proprietary trading strategies, real estate, tax-free income strategies, and passive income generation.If you are looking for the average investment advisor, we are not it. We can bring all options to the table to help you reach your goals in a time of your choosing. -
FounderT-Werx Coworking, Llc Feb 2016 - PresentCedar Park, Tx, UsT-Werx is a Coworking space headquartered in Cedar Park Texas. T-Werx provides a fun and comfortable workspace for our community of business owners and remote workers. T-Werx provides small office space and meeting space to the small business community in Cedar Park. -
President/PublisherCptx Media, Llc Jan 2019 - PresentCPTX Media is a publisher and media creation company that is involved in Book Publishing, YouTube, Podcasts, Online Courses, and Newsletters. CPTX Media provides training on finance and small business topics via Udemy.com and several other online platforms. CPTX Media properties include: The Freedom Nation Podcast (www.freedomnationpodcast.com), Freedom Day With Jeff Kikel (YouTube), The Cents of Things Show (www.centsofthings.com). We are also the publisher of the PivotTrend Letter. Your Family Your Finances on YourHomeTV.com -
President/Co-FounderBka Wealth Consulting, Inc. Mar 2016 - Dec 2022Cedar Park, Texas, UsThe mission of BKA Wealth Consulting, Inc. is to help our clients, who are business owners, executives, institutions, and families to be financially successful. As a Dave Ramsey SmartVestor Pro team, we utilize the common sense investing principals with our clients. We specialize in solving complex savings, exit strategy and tax planning situations for business owners. We develop creative solutions for our clients. -
Vice President Of Business Development And Senior Investment AdvisorSouth Texas Money Management Dec 2014 - Feb 2016At South Texas Money Management (STMM) we help individuals, individually. We measure our success by the long term relationships we build with our clients. Our commitment is reflected through personalized service and the credentials of our professionals. Not only do we dedicate two highly qualified investment advisors to each account, but we also offer financial planning services to our clients free of charge.STMM implements a unique investment process which focuses on quality and diversification. Our research team uses seven disciplines and sophisticated tools to build individual portfolios. Access to market information through technology helps us to make researched decisions for our accounts. STMM’s specialized staff is committed to producing competitive investment returns, while providing highly individualized client service.
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Financial AdvisorEdward Jones Mar 2013 - Dec 2014St. Louis, Mo, UsEdward Jones is a decidedly different kind of investment firm. Our mission is to help individuals reach their serious, long-term financial goals. At Edward Jones, we believe the relationship between you and your financial advisor is one of the most important aspects of successful investing. That's why we have more than 11,000 financial advisors located in more than 10,000 offices around the country. Most offices have only one financial advisor and one branch office administrator who are dedicated to helping the individual investors in their community reach their financial goals.Founded in 1922, we are a full-service brokerage firm and a private partnership – a structure that we believe gives us the independence to make long-term decisions that are in the best interests of our clients and associates, without the pressures publicly traded companies face to meet short-term earnings forecasts.Our thoughtful investment strategy includes identifying your specific, long-term goals, developing and implementing a tailored strategy and maintaining a diversified portfolio of quality investments. And our community-based, neighborhood locations in both large cities and smaller towns make us accessible and approachable in how we interact with our clients to develop these strategies.Set up a face-to-face meeting with an Edward Jones financial advisor in your community to learn more about what makes investing with Edward Jones different. -
Manager - Participant Branch AustinCharles Schwab Jan 2011 - Feb 2013Westlake, Texas, UsI led a team of 13 Senior and Associate Financial Consultants. My team works with Retiring and Terminated participants in Schwab 401k plans. My team provides guidance to participants, helping them to decided the best usage of their assets after they leave their employers. My team is responsible for over $1.3B in annual NNA for the firm. -
Vice President/Workplace Planning And Guidance ConsultantFidelity Investments Dec 2009 - Jan 2011Boston, Ma, UsIn this role I worked with 403b participants in the Higher Education, Governmental and Public Hospital sectors:* Responsible assisting educators in the higher education marketplace with Financial Planning.* Responsible for Recruiting and Relationship Management of Registered Investment Advisors that used Fidelity as a Management Platform. * Worked with Participants at major Universities in Texas, Arkansas, New Mexico and Oklahoma to provide high quality financial planning appointments.* Work with Plan Sponsors to identify opportunities to deliver employee workshops and seminars to improve participant education.* Expert level knowledge with all plans in the higher education and public sector market (403b, 457b, 401a, TSP, State-based Defined Benefit Plans) -
Vice President/Regional ConsultantFidelity Investments Sep 2006 - Dec 2009Boston, Ma, Us* Participated in over 200 401k Sales presentations from Emerging Corporate Market plans ($10 – 50mm) up to Large Market firms (Nokia, TU Electric, Southwestern Bell, etc.). Experience presenting to C-Suite Executives (CEO, CFO) and Sr. HR Executives. Experience working with Independent Plan Consultants.* Worked with Plan Relationship Managers and Plan Sponsors during annual plan reviews and business planning sessions.* Responsible for driving crossover retail business from 401k/403b plans in the local market, through delivery of high impact financial seminars and onsite financial planning appointments.* Extensive experience and expert knowledge level working with Defined Contribution (401k, 403b, 457) plans, Defined Benefit Plans, and Executive Compensation (ISO, NSO, ESOP, ESPP). Acted as a Subject Matter Expert to Branch Financial Consultants, to improve knowledge level when working with plan participants.* Acted as community relations person for local branches, representing the branches as local public functions (Chamber of Commerce, Local Charity Organizations, etc.). * Developed and administered the local marketing budget for the two branches that I was responsible for.* President Circle Award winner 2007 (top 2% of Regional Consultants annually).
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Financial Planning ConsultantFidelity Investments Jan 2003 - Sep 2006Boston, Ma, Us* Responsible for Acquisition, Retention and Development of client assets.* Extensive experience in Financial Planning and specifically an expert in Retirement Income Planning.* Extensive planning experience working with Senior Executives and Fortune 500 companies with retirement plans held at Fidelity. Expert level knowledge working with Executive Compensation (Non-Qualified Plans, Deferred Compensation Arrangements, NSO, ISO, ESPP, ESOP). * Experience working with Alternative investment strategies and hedging strategies for highly concentrated stock positions.
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Premium Services Account ExecutiveFidelity Investments Sep 1999 - Jan 2003Boston, Ma, Us Responsible for Acquisition, Retention and Development of client assets from an assigned book of 400-500 High Net Worth Clients Extensive experience in Financial Planning and specifically an expert in Retirement Income Planning. Extensive experience planning for Executives, working with Executive Comp and Estate Planning Experience working with Alternative investment strategies and hedging strategies for highly concentrated stock positions. Developed financial plans based on client needs and used Managed Accounts, Insurance, Annuities, and Fixed Income to meet these client needs.
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Sales ManagerFidelity Investments Sep 1995 - Sep 1999Boston, Ma, Us* Lead a team of 15 Inbound Sales Representatives* Responsible for Coaching, Hiring and Productivity of Representatives.* Responsible for working on several national projects to improve profitablility and client retention.* President’s Circle Award Winner 1996. (Top 2% of Sales Managers)
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Advertising Sales RepGte Directories Aug 1993 - Sep 1995GTE Directories (Now Supermedia, Inc.) was the second largest provided of Yellow Page directories in the country. As an Advertising Sales Rep I was responsible for:* Increased book sales each year in a territory* Territory Management and Relationship Management* Helping business owners and managers develop their local advertising strategy* Rough advertising design and copy-writing.
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Sales TrainerEdward Blank And Associates Jan 1992 - Aug 1993Edward Blank and Associates was a Nationally recognized telephone sales call center working with large fortune 500 companies, such as JCPenney, Gevalia Coffee, Time Life Books, etc.As a Sales Trainer, I was responsible for:* Weekly new hire training classes to teach basic phone handling and phone sales skills.* Training for new client products being brought on board* Instructional design of new training programs as needed with changes in the business.* Managing the departmental training budget.
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Special OperationsUs Army Dec 1986 - Dec 1991Arlington, Virginia, Us
Jeff Kikel, Chfc®, Crpc®, Asbc®, Ccfs® Skills
Jeff Kikel, Chfc®, Crpc®, Asbc®, Ccfs® Education Details
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Texas Tech UniversityUniversity Studies -
University Of North Carolina At Chapel HillExperimental Psychology
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The American College Of Financial ServicesFinancial Planning
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College For Financial PlanningFinance And Financial Management Services
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Mitx CoursesAnd Supply Chain Management
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Mitx CoursesFinance And Financial Management Services
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Association Of Accredited Small Business ConsultantsSmall Business Administration/Management
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National Association Of Plan AdvisorsRetirement Plans
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Association Of Certified College Funding SpecialistsCollege Student Counseling And Personnel Services
Frequently Asked Questions about Jeff Kikel, Chfc®, Crpc®, Asbc®, Ccfs®
What company does Jeff Kikel, Chfc®, Crpc®, Asbc®, Ccfs® work for?
Jeff Kikel, Chfc®, Crpc®, Asbc®, Ccfs® works for Profit Pilot Tax And Financial Services Llc
What is Jeff Kikel, Chfc®, Crpc®, Asbc®, Ccfs®'s role at the current company?
Jeff Kikel, Chfc®, Crpc®, Asbc®, Ccfs®'s current role is President and Chief Valuation Analyst.
What is Jeff Kikel, Chfc®, Crpc®, Asbc®, Ccfs®'s email address?
Jeff Kikel, Chfc®, Crpc®, Asbc®, Ccfs®'s email address is je****@****hoo.com
What is Jeff Kikel, Chfc®, Crpc®, Asbc®, Ccfs®'s direct phone number?
Jeff Kikel, Chfc®, Crpc®, Asbc®, Ccfs®'s direct phone number is +151278*****
What schools did Jeff Kikel, Chfc®, Crpc®, Asbc®, Ccfs® attend?
Jeff Kikel, Chfc®, Crpc®, Asbc®, Ccfs® attended Texas Tech University, University Of North Carolina At Chapel Hill, The American College Of Financial Services, College For Financial Planning, Mitx Courses, Mitx Courses, Association Of Accredited Small Business Consultants, National Association Of Plan Advisors, Association Of Certified College Funding Specialists.
What skills is Jeff Kikel, Chfc®, Crpc®, Asbc®, Ccfs® known for?
Jeff Kikel, Chfc®, Crpc®, Asbc®, Ccfs® has skills like Leadership, Financial Advisory, Life/health Insurance License, Powerpoint, Fixed Annuities, Holistic Financial Strategies, Portfolio Review, Insurance, Retirement Planning, Financial Planning, Investments, Series 6.
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