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Kelly Buchfink, Cfp® Email & Phone Number

Independent Mary Kay Consultant at Self-Employed
Location: Weatherford, Texas, United States 11 work roles 1 school
2 work emails found @firstcommand.com 8 phones found area 580, 817, 716, 931, 254, and 915 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 8 phones

Work email k****@firstcommand.com
Direct phone (580) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Self-Employed
Role
Independent Mary Kay Consultant
Location
Weatherford, Texas, United States
Company size
349637 employees

Who is Kelly Buchfink, Cfp®? Overview

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Quick answer

Kelly Buchfink, Cfp® is listed as Independent Mary Kay Consultant at Self-Employed, a company with 349637 employees, based in Weatherford, Texas, United States. AeroLeads shows a work email signal at firstcommand.com, phone signal with area code 580, 817, 716, 931, 254, 915, and a matched LinkedIn profile for Kelly Buchfink, Cfp®.

Kelly Buchfink, Cfp® previously worked as Branch Manager/Financial Advisor/Mary Kay Consultant/VP Bronze Star Academy at Us Army and Branch Manager / Advisor at Strittmatter Wealth Management Group, Llc. Kelly Buchfink, Cfp® holds Ba, Psychology/English from University Of Maryland University College.

Company email context

Email format at Self-Employed

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*@firstcommand.com
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AeroLeads found 2 current-domain work email signals for Kelly Buchfink, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Kelly Buchfink, Cfp®

As an Army wife and mother, I have experienced the world and met many people from different cultures. We all have the same goal: to be successful, retire independently, care for our families and make a difference. In all my fields & roles, I have the pleasure of helping make these people’s goals and dreams a reality and empowering them to take charge of their life.

Listed skills include Mutual Funds, Leadership, Marketing, Investment Advisory, and 21 others.

Current workplace

Kelly Buchfink, Cfp®'s current company

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Self-Employed
Self-Employed
Independent Mary Kay Consultant
Weatherford, TX, US
Website
goarmy.com
Employees
349637
AeroLeads page
Company profile
View company profile Email format
11 roles

Kelly Buchfink, Cfp® work experience

A career timeline built from the work history available for this profile.

Independent Mary Kay Consultant

Self-Employed

Weatherford, TX, US

Branch Manager/Financial Advisor/Mary Kay Consultant/Vp Bronze Star Academy

Us Army

Weatherford, TX

Branch Manager / Advisor

Current
Strittmatter Wealth Management Group, Llc

Fort Worth, Texas

Focus on providing a sensible strategy to planning and investing for high net worth individuals and families.Focus on each individual client's core values and goals even beyond investments. Work through a consultative process to identify client goals and objectives, gather information, perform analysis of that information, then creates a plan of action for.

Mar 2018 - Present

Independent Mary Kay Consultant

Current
Self-Employed

Weatherford, TX

  • Match client need and desire to proper product
  • Recruit successful women to grow my own Unit
  • Provide leadership and motivation
  • Train new consultants on product and business management
  • Participate and support regional training
  • Maintain and establish business relationships throughout the community
Jan 1999 - Present

Army Wife

Current
Us Army

Worldwide

Army wife: active duty status 1995-2013; retired status 2013-present. Experience: Family Readiness Group leader in multiple units. Served in five locations both overseas and in the USA. Intimately familiar with all military benefits both active and retired, as well as Base support services, relocations and all things military families endure and need.

Dec 1995 - Present

Certifications

Self

Certified Financial Planner Qualified Financial AdvisorChartered Federal Employee Benefits ConsultantNASD/FINRA Series 6, 63, 65, 26 and 7 Registered in all 50 states Licensed in Health, Life, Annuities, Long Term Care, Property and Casualty Insurance in all 50 states

Mar 2001 - Dec 2017

Director, National Branch

First Command Financial Services

Fort Worth, TX

  • Recruit & hire proactive sales team (Annual Advisor Conference qualified: 2016-4 Adv; 2017-4 Adv)
  • Coach, mentor, manage 23-member team, promoted 6 previous members to other departments
  • Training: guide new Advisors through licensing/registration phase, company specific products & processes, and preparations for successful graduation from internal new Advisor class (3 Honor Graduates), conduct weekly.
  • Review &revise fiscal year $1.6 million budget with Financial Services partner
  • Principle review of out/inbound client correspondence, Advisors’ proposed financial plans and recommendations
  • Receive annual Satisfactory compliance inspections
Mar 2015 - Nov 2017

Salesforce Development (Instructor, Manager, Associate Director)

First Command Financial Services

Fort Worth, TX

  • Inspire, lead, train field ~1,200 Advisors over 42 courses
  • Develop/deliver all Advisor courses (VIP, Essentials of Success Course, Advanced Success Course, Federal Employee Market Training, Professional Development Course)
  • Develop/deliver courseware & collateral (prospecting activities, breakout sessions activities, classroom presentations)
  • Develop & field Client Engagement Process materials & sample conversations
  • Author Plan Implementation sample conversation for WeathStation Plans
  • Resurrect, update & field Objections Guide, Prospecting Guide & Telephone Guide
Dec 2012 - Mar 2015

Financial Advisor

First Command Financial Services

Lawton, OK (Ft. Sill, OK)

  • Counsel the Assistant Regional Vice President on issues related to local operations.
  • Recruit and provide structure and training support to new Advisors as an Advisor Team Leader.
  • Effect corporate changes through leadership position on Field Advisory Council
  • Motivate and create success opportunities for financial Advisors in local area.
  • Foster and enhance business relationships in existing and emerging markets.
  • Build base relations through unit and organizational sponsorships
Jul 2009 - Dec 2012

Financial Advisor

First Command Financial Services

Suttgart, Germany

  • Counsel the Assistant Regional Vice President on issues related to local operations.
  • Recruit and provide structure and training support to new Advisors as an Advisor Team Leader.
  • Effect corporate changes through leadership position on Field Advisory Council
  • Motivate and create success opportunities for financial Advisors in local area.
  • Foster and enhance business relationships in existing and emerging markets.
  • Build base relations through unit and organizational sponsorships
Jan 2004 - Jul 2009

Financial Advisor

First Command Financial Services

Clarksville, Tennessee (Ft. Campbell, KY)

  • Foster and enhance business relationships in existing and emerging markets.
  • Build base relations through unit and organizational sponsorships
  • Initiate and successfully implement prospective client seminar cycles and Lunch-n-Learns
  • Create new clients with relentless prospecting and provide exceptional service to current clients
May 2001 - Jan 2004
Team & coworkers

Colleagues at Self-Employed

Other employees you can reach at goarmy.com. View company contacts for 349637 employees →

ET Edward Trevino Edward Trevino Colleague at Self-Employed Lockwood, California, United States, United States View → BL Brian Lambe Brian Lambe Colleague at Self-Employed Waynesville, Missouri, United States, United States View → SL Steve Lopez Steve Lopez Colleague at Self-Employed Los Angeles, California, United States, United States View → IH Ishamar Hylton Ishamar Hylton Colleague at Self-Employed Raeford, North Carolina, United States, United States View → SC Stan C. Stan C. Colleague at Self-Employed Wichita, Kansas Metropolitan Area, United States View → CO Carlos O. Carlos O. Colleague at Self-Employed Washington, District Of Columbia, United States, United States View → RT Rob Taft Rob Taft Colleague at Self-Employed Fayetteville, North Carolina, United States, United States View → EG Emma Gonzalez Trujillo Emma Gonzalez Trujillo Colleague at Self-Employed Greater Colorado Springs Area, United States View → WS Wade Sokolosky Wade Sokolosky Colleague at Self-Employed Woodbridge, Virginia, United States, United States View → MM Mycle Mcconnehey Mycle Mcconnehey Colleague at Self-Employed Warwick, Rhode Island, United States, United States View →
1 education record

Kelly Buchfink, Cfp® education

FAQ

Frequently asked questions about Kelly Buchfink, Cfp®

Quick answers generated from the profile data available on this page.

What company does Kelly Buchfink, Cfp® work for?

Kelly Buchfink, Cfp® works for Self-Employed.

What is Kelly Buchfink, Cfp®'s role at Self-Employed?

Kelly Buchfink, Cfp® is listed as Independent Mary Kay Consultant at Self-Employed.

What is Kelly Buchfink, Cfp®'s email address?

AeroLeads has found 2 work email signals at @firstcommand.com for Kelly Buchfink, Cfp® at Self-Employed.

What is Kelly Buchfink, Cfp®'s phone number?

AeroLeads has found 8 phone signal(s) with area code 580, 817, 716, 931, 254, 915 for Kelly Buchfink, Cfp® at Self-Employed.

Where is Kelly Buchfink, Cfp® based?

Kelly Buchfink, Cfp® is based in Weatherford, Texas, United States while working with Self-Employed.

What companies has Kelly Buchfink, Cfp® worked for?

Kelly Buchfink, Cfp® has worked for Self-Employed, Us Army, Strittmatter Wealth Management Group, Llc, Self, and First Command Financial Services.

Who are Kelly Buchfink, Cfp®'s colleagues at Self-Employed?

Kelly Buchfink, Cfp®'s colleagues at Self-Employed include Edward Trevino, Brian Lambe, Steve Lopez, Ishamar Hylton, and Stan C..

How can I contact Kelly Buchfink, Cfp®?

You can use AeroLeads to view verified contact signals for Kelly Buchfink, Cfp® at Self-Employed, including work email, phone, and LinkedIn data when available.

What schools did Kelly Buchfink, Cfp® attend?

Kelly Buchfink, Cfp® holds Ba, Psychology/English from University Of Maryland University College.

What skills is Kelly Buchfink, Cfp® known for?

Kelly Buchfink, Cfp® is listed with skills including Mutual Funds, Leadership, Marketing, Investment Advisory, Investments, Financial Planning, Estate Planning, and Financial Planners.

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