Kirk Okumura's Location

West Chester, PA, US

Kirk Okumura's Work

Kirk Okumura's Education

  • The American College of Financial Services

    RICP - Retirement Income Certified Professional (Financial Planning)

    2019 - 2021
  • The American College of Financial Services

    M.S. in Financial Services (MSFS) (Financial planning)

    2006 - 2012
  • The American College of Financial Services

    ChFC - Chartered Financial Consultant (Financial Planning)

    2006 - 2009
  • Penn State University

    B.S. (Secondary Education - Mathematics)

    1987 - 1991

Kirk Okumura's Skills

  • Financial Planning
  • Research and Analysis
  • Writing
  • Coaching
  • Teaching
  • Microsoft Office
  • Business Modeling
  • Life Insurance
  • Regulatory Compliance
  • Disability Insurance

Kirk Okumura's Summary

Kirk Okumura, based in West Chester, PA, US, is currently a Academic Director, FSCP(R) at The American College of Financial Services, bringing experience from previous roles at The American College, Hoey Investments, Inc. and State Farm Insurance. Kirk Okumura holds a 2019 - 2021 RICP - Retirement Income Certified Professional in Financial Planning @ The American College of Financial Services. With a robust skill set that includes Financial Planning, Research and Analysis, Writing, Coaching, Teaching and more, Kirk Okumura contributes valuable insights to the industry. Kirk Okumura has 3 emails on RocketReach.
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