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Charles J. Kinnison founded Kinnison Financial Strategies in 1994 with a goal to help individuals, families, and businesses prosper in any economic environment.
About Kinnison Financial Strategies
Kinnison Financial Strategies (KFS) is an independent, locally based financial consulting firm focused on financial strategies for personal and business success. KFS offers sound, independent financial advice with commitment to the highest standard of competent and ethical service. KFS tailors financial strategies to the unique needs of each client. Such strategies often require financial solutions selected from annuities, insurance, securities, real estate, and alternative investments. Charles J. Kinnison offers securities as a Registered Principal with ePLANNING Securities, Inc., Member NASD, SIPC.
Click HERE for information on contacting the Auburn branch office.
KFS offers free introductory consultations to review your situation. We believe in developing long-term relationships that are a good fit for both the client and the planner. If you would like to schedule a consultation or if you want to find out more about KFS, please contact us at info@KinnisonFinancial.com.
At Kinnison Financial Strategies we strive for a special connection between the client and planner --a continuing connection that promotes open communication and mutual respect. In working together, the client and I shape a strategy that effectively addresses and resolves the unique pressing issues for that person or family. So, why is Kinnison Financial Strategies different? I believe it's because we believe in excellence --excellence in line with our highly ethical orientation-our values and perspectives on ethics in professional service and on our rock-solid beliefs regarding dependability, integrity, and service.
About Charles J. Kinnison
Kinnison Financial Strategies began when I entered the financial planning field in 1988 after spending a few years helping small business people buy and sell businesses and commercial real estate. That was a very satisfying experience. My California real estate broker's license continues to be active. That enables me to help clients with real estate related issues. That earlier experience led to the realization that clients needed additional related assistance to manage their personal, family, and business assets competently.
I have been teaching finance courses for over 20 years as an Adjunct Professor with Saint Mary's College of California, a 5,000 student private college serving Northern California. Other teaching involves conducting continuing education workshops and seminars for clients. Several years ago, I completed a program of specialized education, receiving a post-graduate certificate in Personal Financial Planning from the University of California-Berkeley. Other specialized training related to retirement, estate planning, trusts, college planning, and related issues clients and their families experience. Prior to the real estate and business-brokering career, academics occupied my professional energies-spending 20 years at classroom teaching and administration in high schools, community colleges, and four-year colleges and universities. That was followed by several years as an education consultant for more than 200 colleges and universities in many states across the country.
The Bachelor's Degree with dual majors in Education and Business was from The Ohio State University; I completed the MBA at Kent State University, and received a Doctoral Degree (EdD) from University of Toledo with majors in both education and business. Saint Mary's College recently presented its special recognition award for more than 20 years of teaching with that institution, and I was recognized in Who's Who in America.
While the awards, degrees, and other honors have been satisfying, I always welcome new clients. And, that is why.
I ask for your help…
A strong network of friends and acquaintances like you through out the community make me very fortunate. You, too, have scores of relationships with men and women who could possibly benefit from services by Kinnison Financial Strategies. I would be most grateful if you would mention my name to anyone you believe might benefit from our services and then forward the name(s) along to me as a referral. You can feel proud that you were helpful to them.
I welcome your call. Please click HERE to contact me for additional information, just to catch up, or to pass along the name of a referral. You have my sincere appreciation for your interest and response. Thank you very much.
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