Karen Koenig, MBA

Financial Advisor @ KK Financial Solutions

About

Hi! I'm Karen Koenig, a financial planner and the founder of KK Financial Solutions. I empower business owners, entrepreneurs, and individuals navigating life transitions with tailored financial strategies and money mindset coaching. Inspired by my parents, I joined the military at 21 and enjoyed a fulfilling 26-year career. My journey then led me to the aerospace industry, and finally to financial services, where I found my true calling. These diverse experiences inspired my book, "Woman On Top: How To Win in a Woman's Way," which shares insights from working in male-dominated fields. As CEO and Founder of KK Financial Solutions, I use the principles from the book to help business owners, entrepreneurs, and divorcees like me, with their money mindset. I also help them understand and implement the right financial strategy for their family and business, and to grow their money using other principles beyond the traditional 401k, IRA, and ROTH. Join me on a journey to financial empowerment, where your goals are our priority!

Country

United States

City

Surprise

Industry

Financial Services

Skill

Financial Planning, Investments, Money Management, Business Valuation, Wealth Management Services, Tax Planning, 401(k) Retirement Savings Plans, Divorce Financial Planning, Financial Services, Term Life Insurance, Retirement Planning, Estate Planning, Investment Strategies, General Insurance, Financial Advisory, Financial Analysis, Alternative Investments, Insurance, Money Mindset, Series 7

Experience

Financial Advisor

KK Financial Solutions

2021-5 - Present · 5 yrs 5 mos

Surprise, Arizona, United States

Successful individuals and businesses work with me to: -Develop and implement a comprehensive wealth strategy to help reach their financial dreams. -Make smarter decisions in today's uncertain political, economic and social environment. -Obtain a second opinion from a top financial advisor in their community.

CEO and Founder

KK Financial Solutions

2021-5 - Present · 5 yrs 5 mos

Managing Director - Greater Seattle/Snohomish County

eWomenNetwork

2021-7 - 2022-9 · 1 yr 3 mos

Financial Advisor

Edward Jones

2015-6 - 2021-5 · 6 yrs

Mukilteo, Washington, United States

Used consultative processes to gain detailed understanding of clients' deepest values and goals. Employed customized recommendations designed to address each client's unique needs and goals beyond simply investments.

Project Manager

Boeing

2009-4 - 2015-6 · 6 yrs 3 mos

Project Manager (Manager) -Manufacturing and Safety; Architecture, Capabilities and Systems. Everett, WA. Responsible for Manufacturing and Production System Strategy and Integration. -Project Manager for a NRO sponsored program. White Sands, NM. Ran several small, medium and large construction projects. -Operations Manager for DHS sponsored Mobile Surveillance and Fixed Tower platforms. Tucson, AZ. Supervised 25+ personnel in support of these systems.

Military Officer

Air National Guard

1987-1 - 2013-9 · 26 yrs 9 mos

-Director of Personnel -Operations Officer -Services Commander -Communications Commander -Maintenance Officer -Executive Officer -Database Manager -Avionic Electronic Mechanic

Education

Indiana University - Kelley School of Business

Logistics, Materials, and Supply Chain Management

2010 - 2012 · 2 yrs

The IU-UNC LogMBA Program is a unique partnership between two of the nation’s top-tier business schools. Graduates of the program receive an MBA from the Kelley School of Business at Indiana University and a Certificate in Global Supply Chain Leadership from the University of North Carolina at Chapel Hill's Kenan-Flagler School Business School. http://www.idb.org/programs/iu-unc-logmba-program/why-iu-unc-logmba/earn-a-logistics-focused-mba-from-two-top-twenty-business-schools