Certified Financial Planners

Kathleen J. Confer
Certified Financial Planner™

Serving the community as an independent financial planning practice for 17 years

Educational Background:

Certified Financial Planner - College for Financial Planning - Denver, CO
Bachelor of Arts Degree - Anderson University, Anderson, IN
Post Graduate Work - Counseling - Ball State University - Muncie, IN

Professional Organizations:

Anderson University Board of Trustees - Current
Financial Advisor/Board of Directors - Endowment Fund - First Church of God, Saint Joseph, MI
CFO™ Forum - Top independent Fee Planning investment advisors
Church of God, Anderson, IN - "National Strategic Planning Stewardship Transformation Team"

Memberships:

Southwest Michigan Estate Planning Council - Past President
Executive & Professional Women's Organization of Southwestern Michigan - Past President

Published:

Prudent Investor’s Guide to Beating Wall Street At It’s Own Game - Foreward

Current Registrations & Designations:

Certified Financial Planner, CFP™
Series 7 - General Securities Representative Registration
Series 24 - General Securities Principal Registration
Series 63 - Uniform Securities Agent State Registration

License
Insurance  - Life, Accident, Health, and Annuities