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Christi S. Powell
Owner/Manager
CFP®, Retirement Income Certified Professional (RICP)
Perissos PWM dba Falcon Financial of Oklahoma, LLC14809 Carlingford Way, Edmond, OK 73013
Languages: English
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
Looking for help understanding how to build wealth over time? We emphasize educating you while managing your assets. In bull markets, learn what makes your investments grow. In bear markets, learn how to lessen the pain, build a good foundation, and buy for the future. At all times honor humility and consistency. Fruitful conversations lead to confidence. Let's set up a time to talk.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.