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Kerrie Beene (CFP®)

Kerrie Beene focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Financial Psychology/Coaching
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • Hourly

Planning Specialties

My own personal financial journey has taught me that while they’re important, life is more than numbers.

Finding joy in the journey towards personal goals is key.

A smart plan with a lot of heart goes a long way to keeping daily financial decisions in line with your long term goals.

I graduated from Southeastern Oklahoma State University with a degree in Business Administration  and hold a certificate in Financial Planning from Wake Forest University. 

I began my career in financial planning by starting my own company, Beene Financial Planning. Having the desire to work as a team, I then joined Irvine Wealth Planning Strategies. 

My roots in Southeast Oklahoma have given me great insight on the need for financial planning that is not just investment focused, but also focused on all the other financial planning decisions.  I enjoy, and work best, with those who are ready to take control of their finances and use their money to fulfill their goals and dreams.

In November of 2016 I sat for the CERTIFIED FINANCIAL PLANNER™ designation, and in May of 2019 successfully completed my experience requirements.

NAPFA Start Date

January 07, 2014

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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102 Beauchamp Rd Valliant, OK 74764-9124 Phone: (580) 743-0576
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