W Cka Email & Phone Number
Certified Financial Planner® Adjunct Instructor @ Rice University
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W Cka Location
- Katy, TX, US
W Cka Work
- 2012 -now Certified Financial Planner® Adjunct Instructor @
- 2013 -now Financial Expert Witness @
- 2008 -now Owner @ Financial & Insurance Consultants
- 2013 -2013 Chairman @ Financial Planning Association of Houston
- 2011 -2012 President Of The Board Of Directors @ Financial Planning Association of Houston
- 2000 -2008 Senior Financial Planning Consultant @
- 1995 -1996 Financial Planner @
- 1989 -1995 Airborne Infantryman @ US Army & Army National Guard
W Cka Education
- The Wharton School
(Financial Psychology)
2021 - The American College of Financial Services
Chartered Financial Consultant (Financial Planning)
2006-2007 - Metropolitan State University of Denver
Certified Financial Planner (Finance)
2004-2005 - Stephen F. Austin State University
BBA (Finance & Military Science)
1988-1997 - Katy High 1984-1988
- Eagle Scout 1980-1983
- The American College of Financial Services
- American Military University
MBA - Summa Cum Laude (Finance and Marketing)
W Cka Skills
- Alternative Investments
- Estate Planning
- Financial Advisory
- Series 63
- Financial Planners
- Fixed Annuities
- Pensions
- Fixed Income
- Insurance
- Retirement Planning
- Valuation
- Portfolio Management
- Financial Modeling
- IRAs
- Investments
- Relationship Management
- Finance
- 401k
- Investment Advisory
- Asset Allocation
- Roth IRA
- Asset Managment
- Financial Services
- Equities
- Wealth Management
- Life Insurance
- Mutual Funds
- Strategic Financial Planning
- FINRA
- High Net Worth Individuals
- Investment Strategies
- Wealth Accumulation
- Asset Management
- Risk Management
- Long Term Care
- Disability Insurance
- Wealth
- Personal Financial Planning
- Small Business
- Management
- Personal Finance
- Term Life Insurance
- Trading
- Retirement
- Options
- Series 7
- Employee Benefits
- Securities
- Hedge Funds
- Investment Management
W Cka Summary
- W Cka, based in Katy, TX, US, is currently a Certified Financial Planner® Adjunct Instructor at Rice University. W Cka brings experience from previous roles at Expert Witness in Finance, Financial & Insurance Consultants and Financial Planning Association of Houston. W Cka holds a The Wharton School. With a robust skill set that includes Alternative Investments, Estate Planning, Financial Advisory, Series 63, Financial Planners and more. W Cka has 3 emails and 2 mobile phone numbers on RocketReach.
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