Hannah S. King, CFP®

Hannah S. King, CFP®

Wealth Management Partner

Hannah started her career in banking and finance in 2008 working at FirstMerit Bank. She joined King Financial Services in 2013 with five years of experience in the banking industry. She graduated from Kent State University in 2014 with a bachelor’s degree in business administration and a minor in healthcare systems management. Since then, she has earned her FINRA Series 7, 63, and 65 securities registrations.

In January 2020, Hannah became a partner of King Financial Services and is excited to start this next chapter of her career. Her responsibilities include information gathering, preparing for client meetings, meeting with clients, paraplanning, and preparing retirement income projections. She is also a rollover specialist for the office.

Hannah passed the CFP® certification exam in November 2022, where she received a full scholarship from The College for Financial Planning® for the required pre-certification education. She became licensed in accident and health, life, and variable insurance in the state of Ohio in June 2023 and obtained the AWMA® certification in December 2023. She is currently pursuing a master’s degree in personal financial planning, as well as the CRPC® certification. King Financial Services looks forward to the additional knowledge and skills this education will bring to the practice.

In her free time, Hannah enjoys being active, traveling, and spending time with her mini goldendoodle puppy, Luna.

https://www.letsmakeaplan.org/