Home

About Us

Client Center

Financial Links

Investments & Insurance

Tax

Map & Directions

Contact Us






Kenneth A. Pikor, President

CERTIFIED FINANCIAL PLANNER™ (CFP®)

The CFP® certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.

CFP® certificants must pass the comprehensive CFP® Certification Examination, pass CFP Board's Candidate Fitness Standards, agree to abide by CFP Board's Code of Ethics and Professional Responsibility which puts clients' interests first and comply with the Financial Planning Practice Standards which spell out what clients should be able to reasonably expect from the financial planning engagement. These are just some of the reasons why the CFP® certification is becoming increasingly recognized.

Check out the background of firms and investment professionals on FINRA's BrokerCheck http://brokercheck.finra.org

IRA SPECIALIST

Completed advanced education in Retirement Distribution Planning from Ed Slott & company (America's IRA experts).

ENROLLED AGENT

Enrolled to practice before the Internal Revenue Service.
Client Representation
IRS Audits, Appeals, collection problems, tax liens.

NOTARY PUBLIC, STATE OF OHIO. 

Member (Click on links for additional information):

  • Michigan State University Alumni Association
  • NATP - National Association of Tax Professionals Achievers Club
    Members must be in good standing of NATP, and complete a minimum of 40 hours in professional continuing education courses on income taxes annually.
  • NTPI - National Tax Practice Institute
    Graduate Fellow
  • NSA - National Society of Accountants
  • NAEA - National Association of Enrolled Agents.
  • OSSEA - Ohio State Society of Enrolled Agents
    President, 2001-2002
    Vice President, 1999-2000
    Director-At-Large, 1998-1999
    Charter Member
HomeAbout UsClient CenterFinancial LinksInvestments and InsuranceTax •  Map & Directions • Contact Us 

Kenneth A. Pikor Financial
107 Commerce Park Drive, Suite B • Westerville, OH 43082 • (614) 523-3193

Registered representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Kenneth A. Pikor Financial are not affiliated. This communication is strictly intended for individuals residing in the states of FL, IN, ND, OH, VA. No offers may be made or accepted from any resident outside the specific state(s) referenced.