A little bit about Kerrie Beene, CFP®, APMA®…

A little bit about Kerrie Beene, CFP®… 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. Honestly, I became a financial planner because I couldn’t find one for my family when I needed that guidance.

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.

I believe 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 began my career in financial planning by starting my own company, Beene Financial Planning, but having the desire to work as a team, I joined Rooted Planning Group in 2019. 

Education

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

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

Community

I serve on the board for the Southern Oklahoma State University, giving back to my alma mater.