John E Koehler, Cfp, Ch Fc, Clu, Crpc
About John E Koehler, Cfp, Ch Fc, Clu, Crpc
John E Koehler is the Head of Institutional and Retail Advice at Transamerica, where he has worked since 2018. With over 30 years of experience in financial services, he holds multiple professional designations and has a strong background in retirement and wealth strategies.
Current Role at Transamerica
John E Koehler currently serves as the Head of Institutional and Retail Advice at Transamerica. He has held this position since 2018, contributing to the company's strategies and services in financial advice for both institutional and retail clients. His role involves overseeing the development and implementation of financial strategies that cater to diverse client needs.
Previous Experience at Transamerica
Before his current role, John Koehler worked at Transamerica in various capacities. He served as Senior Vice President and Executive Director of Internal Sales from 2016 to 2018. Additionally, he held the position of Senior Vice President for Advanced Markets and Training & Development from 2011 to 2016. His tenure in these roles helped shape the company's approach to financial services in the Greater Denver Area.
Educational Background
John Koehler studied at Clarkson University, where he earned a Bachelor of Science degree in Economics and Finance. His education spanned from 1982 to 1986, providing him with a solid foundation in financial principles and economic theory that supports his extensive career in the financial services industry.
Professional Designations
John Koehler holds multiple professional designations that reflect his expertise in financial services. He is a Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Chartered Retirement Planning Counselor (CRPC). These designations demonstrate his commitment to professional development and adherence to industry standards.
Career Overview
With over 30 years of experience in the financial services industry, John Koehler has developed a strong background in retirement and wealth strategies. His career includes significant roles at Jackson National Life Distributors LLC and TIAA-CREF, where he focused on retirement planning and wealth management. His leadership experience encompasses advanced markets and training initiatives, contributing to his comprehensive understanding of the financial landscape.