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@financialfinesse.com
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Kari Cedergren Cfp®, Cdfa® is listed as Unbiased Financial Coach and AI Consultant at Financial Finesse, a company with 88 employees, based in Eugene, Oregon, United States. AeroLeads shows a work email signal at financialfinesse.com and a matched LinkedIn profile for Kari Cedergren Cfp®, Cdfa®.
Kari Cedergren Cfp®, Cdfa® previously worked as Resident Financial Coach at Financial Finesse and Certified Financial Planner ® at Allodium Investment Consultants. Kari Cedergren Cfp®, Cdfa® holds Master Of Business Administration (Mba) from St. Cloud State University.
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AeroLeads found 1 current-domain work email signal for Kari Cedergren Cfp®, Cdfa®. Compare company email patterns before reaching out.
Kari Cedergren Cfp®, Cdfa® is a Unbiased Financial Coach and AI Consultant at Financial Finesse.
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Remote
Financial Finesse was created in 1999 with a single mission: to help people from all walks of life become financially secure and independent. We do this by providing employers with unbiased financial education programs to help their employees reduce their financial stress, better manage their benefits, and effectively prepare for retirement. Our programs.
Greater Minneapolis-St. Paul Area
Serve as a fee-only advisor and maintain a portfolio comprised of 81 clients, $12 million under AUM, including nine who are between $500,000 and $1 million in investable assets. Assess financial goals/risk tolerances and develop comprehensive plans to meet wealth management and fiduciary management client needs. Produce financial recommendations for client.
Saint Cloud, MN
Managed a book of over 7,500 clients by phone or WebEx throughout the U.S. with over $200 million in AUM encompassing a variety of investment products, including brokerage and insurance. Converted over 60 client relationships to fee-based advisory programs maintaining a 90% retention rate from 2014 to 2017. Stepped up-to-the-plate and conducted orientation.
Greater Minneapolis-St. Paul Area
Acted as a liaison between the home office and field to resolve problems with trades, transfers, and statements. Achieved 96% or above client satisfaction with trust clients in coordination with managers’ expectations. Selected to train and direct junior level staff on SEI software, procedures, and culture.
Other employees you can reach at financialfinesse.com. View company contacts for 88 employees →
Linda Robertson
Colleague at Financial FinesseLincoln University, Pennsylvania, United States, United States
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Bernadette Newell
Colleague at Financial FinesseBurbank, California, United States, United States
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Chris Walker
Colleague at Financial FinesseBrentwood, Tennessee, United States, United States
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Sergio Torres Aldape
Colleague at Financial FinesseQuintana Roo, Mexico, Mexico
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Doug Spencer, Cfp®
Colleague at Financial FinesseOverland Park, Kansas, United States, United States
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RK
Raju Kumal
Colleague at Financial FinesseMalaysia, Malaysia
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Rakesh Vanjara
Colleague at Financial FinesseAhmedabad, Gujarat, India, India
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Laura Stamps
Colleague at Financial FinesseFerndale, Washington, United States, United States
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Michael Smith, Cfp
Colleague at Financial FinesseTowson, Maryland, United States, United States
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AS
Akash Singh
Colleague at Financial FinesseDurban, KwaZulu-Natal, South Africa, South Africa
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Quick answers generated from the profile data available on this page.
Kari Cedergren Cfp®, Cdfa® works for Financial Finesse.
Kari Cedergren Cfp®, Cdfa® is listed as Unbiased Financial Coach and AI Consultant at Financial Finesse.
AeroLeads has found 1 work email signal at @financialfinesse.com for Kari Cedergren Cfp®, Cdfa® at Financial Finesse.
Kari Cedergren Cfp®, Cdfa® is based in Eugene, Oregon, United States while working with Financial Finesse.
Kari Cedergren Cfp®, Cdfa® has worked for Financial Finesse, Allodium Investment Consultants, Cetera Financial Institutions, and Wells Fargo.
Kari Cedergren Cfp®, Cdfa®'s colleagues at Financial Finesse include Linda Robertson, Bernadette Newell, Chris Walker, Sergio Torres Aldape, and Doug Spencer, Cfp®.
You can use AeroLeads to view verified contact signals for Kari Cedergren Cfp®, Cdfa® at Financial Finesse, including work email, phone, and LinkedIn data when available.
Kari Cedergren Cfp®, Cdfa® holds Master Of Business Administration (Mba) from St. Cloud State University.
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