About My Practice
Kileen Rezac, CFP, is a sole practitioner who takes a one-on-one approach with her clientele. She services a diverse array of clients from a single parent, to Middle America, to post and pre retirement. She works to develop goals and objectives to implement the correct plan for each individual case. Enhancing the client's knowledge and understanding is critcal to Kileen. Kileen can offer a wide variety of investment and insurance products through SagePoint Financial. This full service independent firm touts the professional knowledge of Wall Street with a home town approach. Kileen is also devoted to ongoing Continuing Education and is involved in many community leadership functions, as well as teaching several investment and planning classes through the area Adult Education. In addition to her CFP designation, Kileen is a member of the Practitioner Division of the International Association of Financial Planning, ICFP, is a Registered Investment Advisorr, is a Series 7, Series 24, Series 53, Series 65, and Series 63 licensed broker and holds an insurance license.
Kileen began her career with Merrill Lynch in 1985. In 1992 she earned her CFP designation and became a Registered Investment Advisor. She is experienced in detailed retirement, estate, divorce and tax planning. Has served on various corporate, professional, and foundation boards and authors a monthly investment column.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 53, 63, 65
Life insurance: Iowa and various other, Fixed annuities: Iowa and various others, Variable annuities: Iowa and various others
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - RIA
Sagepoint Financial, Inc.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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