Katheleen F. Oakley
- Former director of financial planning for the Houston office of Lincoln Financial Advisors
- Former vice president and chief financial planning officer with Kanaly Trust Company (Houston, Texas)
- Member of the Financial Planning Association
- Former board member of the Pearland Economic Development Corporation
- Former Vice-Chair of two committees for the Houston Chapter of CPAs
- BS in Finance and an MBA from the University of New Orleans
- Insurance license in the state of Texas and formerly held securities licenses, including the NASD Series 7 and 63
- Academic Program Director for classroom and web-based CFP Certification Education programs in the Susanne M. Glasscock, School of Continuing Studies at Rice University
- Author of the Martin case published in Dalton’s Personal Financial Planning Cases and Applications, 3rd edition textbook and instructor manual
- Taught financial planning education as well as review classes in General Principles of Financial Plan-ning along with the Case Studies class
- Editor of practice questions and answers contained in the Dalton CFA® Review, Volumes I and II Study Notes,and is a contributing author to the Dalton CFA Review Testbank
