Christi S. Powell, CFP^®

Owner/Manager

Perissos PWM dba Falcon Financial of Oklahoma, LLC

14809 Carlingford Way
Edmond, OK 73013

FINANCIAL ADVISOR'S WEBSITE

www.falconfinancialok.com

(405) 752-7072 CONNECT WITH Christi

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Non-profit pro bono work as a BetterInvesting teacher.

Minimums

HOUSEHOLD INCOME MINIMUM

$40,000

Investable Asset Minimum

No Minimum

My Links

Falcon Financial website

General

Christi Powell is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Perissos PWM dba Falcon Financial of Oklahoma, LLC in Edmond, OK and the surrounding communities.

Financial Advisor Overview

Falcon Financial of Oklahoma, LLC is dedicated to providing low-cost comprehensive financial planning and ongoing portfolio oversight in a personalized manner. We strive to answer the question, "Can I/we make it?" with actionable steps and ongoing accountability.

We clearly articulate fees in advance and negotiate fees for custom needs. Ongoing portfolio management is available with regular face-to-face updates and additional consultations at client request. There are no 12b-1 fees or commissions and no product sales.

Our primary client relationship is a fiduciary one. Asset allocation and portfolio management is unique to each client and is based on their personal financial objectives. Privacy is upheld.

Financial planning is an intimate, comprehensive process requiring full disclosure in a trusting relationship. We strive to establish comfortable open dialogue to discover current cash flow, net worth, investments, employment, family/special needs, taxes, estate and insurance coverages. A financial plan addressing your stated short, medium and long-term goals and objectives is created. We work with colleagues in the accounting and legal professions to assist in attaining your goals as efficiently as possible.

With over 19 years of experience teaching financial and investing concepts to individuals and groups, Christi has a long history of supporting financial literacy and pursuing financial freedom. Ongoing client education using print and live meetings is one of our hallmarks.

Proficiency in providing financial planning is demonstrated by attaining the CERTIFIED FINANCIAL PLANNER™ mark, a commitment to continuing education, adherence to the CFP® Board Code of Ethics, and experience. At Falcon Financial, we believe all individuals using the title "financial planner" should be a CERTIFIED FINANCIAL PLANNER™ and behave as a fiduciary.

Financial Advisor Experience

Christi Powell is the current President of the Central Oklahoma Chapter of the Financial Planning Association. She has served on the local board of BetterInvesting™ since 2000. She also served on the national BI Volunteer Advisory board for several years. She helps train teachers to teach personal financial concepts and teaches investing and retirement planning concepts to groups and professional organizations. She is a graduate of the 2007 FPA Residency Program.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - Retirement Income Certified Professional (RICP)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Government & Military, Getting Divorced, Getting Married, Mutual Funds, Real Estate, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Tangible Assets, Sudden Wealth