Our Qualifications

PATRICIA A. KOEHN, President , a CERTIFIED FINANCIAL PLANNER practitioner and founder of Koehn Financial Group, Inc., has been successfully providing sound financial advice and superior service to her many clients for over 25 years. Through providing personal and unique solutions for building and conserving wealth, and having a reputation for outstanding service, Pat has built a solid base of satisfied clients. Pat's focus is on financial planning, investment management, tax and retirement planning for her clientel of retirees, successful professionals, business owners, and high net-worth individuals. Pat received her certified financial planner designation in 1982, and has served on the board of the Atlanta Society of the Institute of Certified Financial Planners. To share her knowledge and expertise with others, Pat has conducted numerous seminars on investing, financial planning, and estate & legacy planning. Being active both professionally and in the community, Pat is involved in the following activities:

PROFESSIONAL ACTIVITIES

• Financial columnist for The Atlanta-Journal Constitution & Atlanta Business Chronicle
   
• Contributing Author, MAKING YOUR MONEY LAST, Financial Clarity for the Surviving Spouse
   
• Published numerous financial articles for magazines and trade publications
   
• Interviewed by Monica Kaufman for a 3-day television series on Channel 2, entitled "Warning for Wives", a documentary recommending women take an active role in the financial decision-making in their homes
   
• Featured guest on radio talk show, "Women Want to Know", WQXI AM
   
• National speaker for women's organizations and leadership conferences
   
• 1995 Who's Who of American Women

COMMUNITY & PROFESSIONAL AFFILIATIONS

• 2002-Present Board of Directors, Possible Woman Foundation International
   
• 2003-Leadership America
•  
• 2000-Present Board of Directors, Women Looking Ahead
   
• 1999-2001 Board of Directors, Financial Planning Association
   
• 1999 Co-Chair AWN 20th Anniversary Celebration featuring Elizabeth Dole
   
• 1998-1999 Mentor for Mentor Exchange 100
   
• 1997-1998 President, Atlanta Women's Network
   
• 1997-1998 Board of Directors, International Women's Alliance
   
• 1994-Present Institute of Certified Financial Planners (National & Georgia chapters)
   
• 1993 Chair Habitat for Humanity
   
• 1994 Chair AWN Fundraising GALA on behalf of the Atlanta Women's Fund
   
• 1991-Present Member, St. Ives Country Club
   
• 1991-1994 Finance Committee, St. Ives Country Club
   

CFP and Certified Financial Planner are federally registered marks of the Certified Financial Planner Board of Standards, Inc.

.