With 20 years of Financial Services experience, I have focused on a client-centered approach to helping people develop strategies to promote positive financial outcomes. In working with clients, my approach is to be structured, helpful, and effective in helping them achieve their financial goals and objectives. I am well versed in retirement benefits plans, financial planning concerns, and insurance needs for healthcare professionals such as nurses, doctors, and hospital executives. A part of my practice also focuses on helping churches and pastors to establish deferred compensation, retirement plans, and employee benefits for their staff. If you are a professional in the healthcare industry or the business administrator or pastor of a church, we probably should connect and have a conversation.My company, Kobo Wealth Strategies, is a full service financial planning company. We are a company that focuses on helping clients budget properly, insure lives and livelihood, and invest wisely. We utilize a four step process to deliver on the value of our planning service arrangement. The goal is to provide options and ultimately help you implement goal based solutions to work toward financial wellness.The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Third party posts, referrals or recommendations do not reflect the views of Wes Ifan.
Listed skills include Leadership, Consulting, Banking, Sales, and 26 others.
