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Charles J. Kinnison founded Kinnison Financial Strategies in 1988 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 financial consulting firm. Our local office is at 152 Maple Street #D in Auburn, California 95603. We help individuals (including families) and business owners to develop and implement their financial strategies.
KFS offers sound, independent financial advice with commitment to the highest standard of competent and ethical service. KFS tailors financial advice to the unique needs of each client. Such advice often involves your use of financial strategies and products selected from annuities, insurance, securities, real estate, and alternative investments.
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 CKinnison@JPTurner.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 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. That earlier experience led to the realization that clients needed additional related assistance to manage their personal, family, and business assets competently.
My California real estate broker's license continues to be active. Continuing education enables me to stay up to date on matters involving real estate. The result is that clients gain from that broader perspective of opportunities available to benefit their financial situation.
I have been teaching finance courses for over 25 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.
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.
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.
While the awards, degrees, and other honors have been satisfying, I always welcome new clients.
A strong network of friends and acquaintances like you throughout 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. Your friends will thank you if you mention KFS and our financial services to anyone you believe might benefit. Then forward their 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.
When you want to schedule a consultation or to learn more about KFS and our services, please contact us at (530) 208-6046 or by email CKinnison@JPTurner.com.
Securities offered through J.P. Turner & Company, LLC (Member SIPC)
Investment advice and financial planning offered through
J.P. Turner & Company Capital Management, LLC (a registered investment advisor)
Charles J. Kinnison conducts business under the name Kinnison Financial Strategies
45110 Club Drive, Suite B, Indian Wells, California 92210 • 530-208-6046
JPT032410-398
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