CK Financial Services
We are an independent financial firm that has been helping investors establish and maintain their financial goals since the late eighties.
At CK Financial Services, our mission is to provide financial planning and investment services at a reasonable cost to help individual investors accomplish their financial dreams. At CK Financial, experience, integrity, and personalized service are the primary principles that drive all client relationships. Each client is special to us. We work hard to get to know you. Get to know CK Financial Services! Christine Koenings is president of CK Financial Services and has been helping investors since the late eighties. She established CK Financial Services in 2003, after several years in both managerial and client service roles for major brokerage firms. Christine is registered as a General Securities Representative and Investment Adviser Representative of Commonwealth Financial Network®, and she holds Aizona, California, and Florida life insurance licenses. As a Financial Advisor with CK Financial Services, Christine takes pride in providing exceptional customer service to her clients. An initial consultation is always complimentary, and ongoing communication is the key to getting to know clients' financial dreams, ever-changing goals, and past investment experiences that have shaped their personal risk tolerances. Christine will customize a plan, cost structure, and service model to each client so that the plan fits the client and the costs do not overcome the goals. She works closely with each client to create a plan to help reach his or her lifelong goals through education and an ongoing client-advisor partnership. Christine attended the University of Wisconsin–Whitewater in pursuit of a bachelor's degree in business administration with a financial planning emphasis. She is also a candidate for the CFP® certification through the University of Florida. Christine utilizes her education and experience to build personal portfolios for clients of CK Financial Services. Applying the principles of asset allocation and modern portfolio theory, customized portfolios help investors achieve their financial goals. An active community volunteer, Christine supports several local civic and educational organizations. Originally from Wisconsin, Christine is a big supporter of the Green Bay Packers. When she is not watching football, Christine resides in Ahwatukee (Phoenix, Arizona) where she enjoys hiking and exploring Arizona.
Address: 8180 N Hayden Rd, Ste D203, Scottsdale, AZ 85258 USA
Phone: +1 480 283 9544
FAX:
