Walter L. Koon,  CFP<sup>&reg;</sup> - Financial Advisor

Walter L. Koon, CFP®

CFA, RICP

Koon Financial Planning & Consulting, LLC

384 N Madison Ave, Ste 200
Greenwood, IN 46142
FINANCIAL ADVISOR'S WEBSITE
(317) 887-1714

General

Walter Koon is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Koon Financial Planning & Consulting, LLC in Greenwood, IN and the surrounding communities.

Financial Advisor Experience

We have extensive experience in identifying and managing socially responsible investments including faith-based investing guidelines and environmental, social, and corporate governance ("ESG") concerns.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)
  • Other - Retirement Income Certified Professional (RICP)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Buying a Home, Career Change, Asset Allocation, Disaster Recovery, Investment Management, Estate Planning, Government & Military, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Nontraditional Households

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