CONNECT

Address:

50 Carroll Creek Way, Suite 335

Frederick, MD 21701

Phone:

301.631.1207

Fax/Other:

301.631.1209

Koi Birke

Director, Technology Product Evolution & Financial Behavior Specialist

Advanced Planning, Commonwealth Financial Network®

  • Works to make financial planning easier and more effective by helping advisors align their clients' actions with their goals (e.g., calming emotional investors, reconciling spouses’ risk tolerances, facilitating business and life transitions)
  • Serves as a resource to understand our advisors' practices, learning what tools our field force needs to save time and improve client service
  • BA in Economics, Brandeis University; Master of Applied Positive Psychology, University of Pennsylvania
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck