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Randy Koenes, MBA, CFP®

Owner/Financial Wealth Manager

373 followers

Grand Rapids, Michigan, United States

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Timeline
About me
Wealth Manager, Income specialist, Medicaid specialist, 401k specialist
Education
- Grand Valley State University
  1990 - 1992
  MBA Finance Finance
  I received my masters degree while working full time and raising my children. Had to do extra work in the business area, as I had a biology and chemistry degree before the masters in business.
- Kaplan University
  2004 - 2007
  Certified Financial Planner Banking, Corporate, Finance, and Securities Law
  Received a CFP. I tell people this is like another masters degree.There are not many financing professions that have an MBA in finance and a CFP. We are one of the elite investment firms in the Mid-west.
- Grand Valley State University
  1977 - 1982
  Bachelor's degree Chemistry and Biology
  Received two degrees from Grand Valley state University. Worked 30 hours per week throughout my education. Worked for the school teaching Chemistry Labs and also worked in the biology department helping with the biology labs.
Experience
- America Group Financial Services
  Aug 1992 - now
  Owner/Financial Wealth Manager
  I consider myself to be a Personal Chief Financial Officer (CFO) for my clients. My goal is to assist my clients in focusing on essential financial considerations by developing and implementing sound financial strategies. As a personal CFO, I use specialized knowledge, experience, and processes to identify important financial matters, review reliable options, and if required, assemble experts to assist with implementing solutions.
Licenses & Certifications
- Certified Financial Planner (CFP)
  FPA

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