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Koinonia Financial
Koinonia Financial is a Registered Investment Advisor built upon Christian principles and a dedicated team of financial advisors serving clients in The...
Koinonia Financial
Koinonia Financial is a Registered Investment Advisor built upon Christian principles and a dedicated team of financial advisors serving clients in The Woodlands, TX. Its foundation is centered around trust built through relationships, with guidance based on being good stewards of God's wealth. The firm offers guidance and solutions for individuals and small business owners, with tax efficiency and suitable risk management at the forefront, covering wealth management, financial planning, education savings, estate planning, retirement planning, and insurance planning.
General information
Firm type
RIA
Location
Region
North America
Country
Unknown
City
Unknown
Corporate office
Unknown
Principals
Cody Warrick
CEO
David Trifon
Founder
Danielle Mize
Client Relations
Candace Trabona
Accounting
Nancy Vertiz
Director of First Impressions
Sector focus
Frequently asked questions
Who runs investment decisions at Koinonia Financial?
The specific principals or investment committee members are not disclosed in public sources. The firm maintains a private profile, and leadership details are not available.
Which sectors does Koinonia Financial explicitly avoid?
No explicit sector exclusions are documented. The firm's disclosed activities suggest a focus on traditional industries rather than technology or high-growth sectors.
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