Jeff Starkey, CFP®
Financial Planner at Kooman & Associates LLC- Claim this Profile
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Bio
Credentials
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CERTIFIED FINANCIAL PLANNER™ Professional
CFP Board (http://www.cfp.net) -
Registered Investment Adviser Representative (Series 66)
NASAA -
Resident Producer - Accident and Health, Life and Fixed Annuities, Variable Life and Variable Annuities
Commonwealth of Pennsylvania - Insurance Department
Experience
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Kooman & Associates
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United States
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Financial Services
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1 - 100 Employee
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Financial Planner
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Apr 2014 - Present
My role at Kooman & Associates is to guide you through our Transformative Wealth Process, building and implementing a personal financial plan that addresses your unique needs. Our planning process is comprehensive and can address all of your financial issues, including: • Retirement planning • Education funding • Cash flow and debt management • Risk management • Investment management • Taxation • Charitable giving • Estate planning The majority of my clients… Show more My role at Kooman & Associates is to guide you through our Transformative Wealth Process, building and implementing a personal financial plan that addresses your unique needs. Our planning process is comprehensive and can address all of your financial issues, including: • Retirement planning • Education funding • Cash flow and debt management • Risk management • Investment management • Taxation • Charitable giving • Estate planning The majority of my clients are from Pennsylvania, New York and the DC metro area, but Kooman & Associates uses innovative technology to serve clients across the country. For important disclosure information, please visit http://kooman.com/important-disclosure-information.htm. Show less My role at Kooman & Associates is to guide you through our Transformative Wealth Process, building and implementing a personal financial plan that addresses your unique needs. Our planning process is comprehensive and can address all of your financial issues, including: • Retirement planning • Education funding • Cash flow and debt management • Risk management • Investment management • Taxation • Charitable giving • Estate planning The majority of my clients… Show more My role at Kooman & Associates is to guide you through our Transformative Wealth Process, building and implementing a personal financial plan that addresses your unique needs. Our planning process is comprehensive and can address all of your financial issues, including: • Retirement planning • Education funding • Cash flow and debt management • Risk management • Investment management • Taxation • Charitable giving • Estate planning The majority of my clients are from Pennsylvania, New York and the DC metro area, but Kooman & Associates uses innovative technology to serve clients across the country. For important disclosure information, please visit http://kooman.com/important-disclosure-information.htm. Show less
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Sutherland
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United States
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Law Practice
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300 - 400 Employee
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Tax Attorney
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Sep 2006 - Apr 2014
Before joining Kooman & Associates, I spent seven years as a tax lawyer at the Sutherland law firm in Washington, DC. The primary focus of my practice was representing corporations and individuals in disputes with the Internal Revenue Service (IRS) and state revenue agencies. In that capacity, I advised my clients on the tax implications of business transactions that ranged from routine sales to sophisticated structured products and derivatives. Just prior to leaving Sutherland, I was… Show more Before joining Kooman & Associates, I spent seven years as a tax lawyer at the Sutherland law firm in Washington, DC. The primary focus of my practice was representing corporations and individuals in disputes with the Internal Revenue Service (IRS) and state revenue agencies. In that capacity, I advised my clients on the tax implications of business transactions that ranged from routine sales to sophisticated structured products and derivatives. Just prior to leaving Sutherland, I was named a Rising Star in the tax sector by Super Lawyers magazine (http://digital.superlawyers.com/superlawyers/dcslrs14#pg67). Selection for this award was based on peer recognition and professional achievement. Please note that Kooman & Associates, LLC does not provide tax advice. You should discuss tax or legal matters with the appropriate professional. Show less Before joining Kooman & Associates, I spent seven years as a tax lawyer at the Sutherland law firm in Washington, DC. The primary focus of my practice was representing corporations and individuals in disputes with the Internal Revenue Service (IRS) and state revenue agencies. In that capacity, I advised my clients on the tax implications of business transactions that ranged from routine sales to sophisticated structured products and derivatives. Just prior to leaving Sutherland, I was… Show more Before joining Kooman & Associates, I spent seven years as a tax lawyer at the Sutherland law firm in Washington, DC. The primary focus of my practice was representing corporations and individuals in disputes with the Internal Revenue Service (IRS) and state revenue agencies. In that capacity, I advised my clients on the tax implications of business transactions that ranged from routine sales to sophisticated structured products and derivatives. Just prior to leaving Sutherland, I was named a Rising Star in the tax sector by Super Lawyers magazine (http://digital.superlawyers.com/superlawyers/dcslrs14#pg67). Selection for this award was based on peer recognition and professional achievement. Please note that Kooman & Associates, LLC does not provide tax advice. You should discuss tax or legal matters with the appropriate professional. Show less
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Education
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2004 - 2006
Georgetown University Law Center
J.D. -
1999 - 2003
Colgate University
Bachelor of Arts (B.A.), Mathematical Economics
Community
