Kinnison Financial Strategies

Specialties

KFS tailors financial strategies to the unique needs of each client. Such strategies often require financial products selected from annuities, insurance, securities (e.g. stocks, bonds and mutual funds,) real estate and alternative investments.

KFS offers a free introductory consultation to review your situation. That first «get acquainted» consultation is available at no cost or obligation. We believe in developing long-​term relationships that are a good fit for both the client and the planner. Determining whether or not we are compatible is the purpose of the first «get acquainted» consultation.

When you want to schedule a consultation or to learn more about KFS and our services, please contact us at (530) 208‑6046 or by email CKinnison@​JPTurner.​com.

History

Established in 1988.

Kinnison Financial Strategies began in 1988 following years brokering small businesses & commercial real estate.

My California real estate broker’s license continues to be active. The result is that clients gain from that broader perspective of opportunities available to benefit their financial situation.

I have been teaching finance courses for over 25 years as an Adjunct Professor with Saint Mary’s College of California, a private college serving Northern California. Other teaching involves conducting continuing education workshops and seminars for clients.

Prior to the real estate and business-​brokering my career included 20 years at teaching and administration in high schools, community colleges, and four-​year colleges and universities. Then, I had several years as an education consultant for more than 200 colleges and universities in many states across the country.

To schedule a no-​obligation consultation to get-​acquanted, call 530.208.6046 or email CKinnison@​jpturner.​com.

Meet the Business Owner

Charles K.

Business Owner

The Bachelor’s Degree with dual majors in Education and Business was from The Ohio State University; I completed the MBA at Kent State University, and received a Doctoral Degree (EdD) from University of Toledo with majors in both education and business. Saint Mary’s College recently presented its special recognition award for more than 20 years of teaching with that institution, and I was recognized in Who’s Who in America.

Several years ago, I completed a program of specialized education, receiving a post-​graduate certificate in Personal Financial Planning from the University of California-​Berkeley. Other specialized training related to retirement, estate planning, trusts, college planning, and related issues clients and their families experience.