Kennah Parham, Cfp®, Chfc® Email & Phone Number

Los Angeles, CA, US

• We are on a mission to help our clients achieve their definition of financial success
• We approach each engagement with a listen-first mentality, so we can prioritize our clients most important goals
• By working as a team, we’re able to give our clients a competitive advantage as they pursue their financial goals

Washington D.C. Metro Area

• Assists in the clarification, understanding and quantification of client’s financial goals and needs.
• Assists clients in gathering the information needed to prepare the financial plan.
• Creates a financial plan that provides information and strategies to help clients make better informed financial decisions.
• Educates clients on solutions to the potential hidden risks that may disrupt their financial plan.
• Meets with family members, executors and other advisors to discuss the clients’ financial plan, if desired, for a concerted effort.
• Periodically updates the clients’ financial plan, if desired, to help clients make adjustments due to our ever changing environment.

Fort Worth, TX

• Facilitated the initial training program for all new First Command Advisors
• Delivered training to advisors in various ways: small group, virtually, and classroom style
• Served as subject matter expert on topics like: prospecting, client engagement, and plan building

Aiea, HI

• Created a client base from the ground up through contact prospecting and tabletop prospecting
• Conducted appointments with individuals to better understand their wants, needs, and goals
• Created comprehensive Financial Plans to align client needs with quality products and services
• Helped clients implement their Plans, then provided ongoing service to ensure satisfaction

Honolulu, Hawaii

• Conducted expo events to build brand recognition and promote interest from potential customers
• Engaged customers, discussed their fitness goals, and provided nutrition recommendations
• Improved brand awareness by engaging in various types of targeted social media campaigns

Greater Seattle Area

• Managed day to day operations, analyzed business metrics, and delivered performance reports
• Designed, produced, and tested product functionality for projects under development
• Implemented a social media outreach program through advertising, and targeted marketing
• Delivered first-class customer service by effectively engaging clients and partnering with others