Kooman & Associates Inc

Altoona, United States

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Description

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Mission Statement

Kooman & Associates Inc. in Altoona, PA, our role is to connect your wealth with your life. Our team integrates the processes of financial planning and wealth management around your personal goals and life plan. We believe decisions about your life come before decisions about your money. Our approach to managing your wealth is tailored specifically to you, your values, and your individual situation. We work with you to create your financial road map, because we recognize that beyond managing investments, you measure success by using your financial resources to live the life you want. We make it Simple. We simplify complex financial issues by establishing a clear path and plan that encompasses your life, not just pieces of it.

Meet the Business Owner

Marty K.

Business Owner

When Marty is not out sharing his knowledge at financial workshops and serving his community in key positions, you will find him diligently applying his 37 years of experience in helping individuals and families achieve their life goals.

They appreciate his independent, objective advice and his holistic approach to handling issues of importance to them.

He spent nine years on the board of trustees for Mount Aloysius College, is past president of the Altoona Rotary Club and the Altoona Symphony, and served as general chair for the Altoona-​Johnstown Diocese Annual Campaign. In addition, he is a member of the endowment committee at St. Rose of Lima parish.

Despite the distinctions he already has earned, Marty’s passion for learning continues. He currently is pursuing a master’s degree in finance at The American College. His undergraduate degree is in finance from West Virginia University. A CFP® certificant since 1987, he currently holds Series, 7, 24, 63 and 65 licenses.