Oklahoma Financial Center Inc

Oklahoma Financial Center Inc is a financial planner in Oklahoma City, OK. Founded in the fall of 1987 by Karen Cunningham, the firm operates as a fee-based financial planning practice that has served the community for more than thirty years. The firm works with a diverse client base, including corporate executives, doctors, serial entrepreneurs, chefs, and teachers, helping them navigate complex financial decisions. The team approach involves collaborating with attorneys, accountants, and other professional partners to grasp the big picture and ensure all client needs are met.

The firm’s philosophy centers on the belief that financial planning is about people, not just numbers. Since 1987, the organization has built lasting relationships by providing tailored guidance with a personal touch. In 2017, Karen Cunningham’s son, Porter, joined the firm, bringing the team to ten members. The current leadership includes Karen Cunningham, ChFC, as President, and Porter Cunningham, CFP, as Managing Director. The advisory team features professionals such as Dave Bugos, CFP, Shamiah Evans, CFP, Emilia Bailey, CPFA, and Shay Morris, AFC, CFP, EA. Staff support is provided by Jenni Woodrow, Assistant Vice President of Operations, and client service managers Colby Scott, Chealita Brown, and Caiden Simmons. The firm offers services across five key areas: investing for wealth growth, retirement preparation, asset protection through insurance, legacy preservation, and educational planning for future generations.

The office is located on St Andrews Dr, about a mile from the area’s major thoroughfares. It sits near Northwest 122nd Street, which is 0.1 miles away. John Marshall High School and the Oklahoma City Police Department are both located 0.2 miles from the office. Lake Hefner Parkway, a major interstate, is also 0.2 miles away. For clients preferring in-person meetings outside the immediate neighborhood, the firm travels to more than a dozen cities within a few hundred miles of its location. Quail Creek Country Club is 0.5 miles away, and The Greens Country Club is 0.6 miles away.

Oklahoma Financial Center Inc holds a rating of 5.00 based on customer reviews. This positive feedback reflects the firm’s long-standing presence in the Oklahoma City market and its focus on a team-based, interactive approach to financial guidance.

With over three decades of experience and a dedicated team of credentialed advisors, Oklahoma Financial Center Inc provides a personalized path to financial confidence in Oklahoma City.

Services:

• Client Education
• Financial Planning
• Retirement Plans
• Wealth Management