Katheleen F. Oakley

Katheleen F. Oakley

MBA, CPA, CFP®

  • 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
Katheleen F. Oakley

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