About Kooman & Associates
Kooman & Associates is a dedicated financial planning firm based in Altoona, PA, committed to helping individuals, families, businesses, and organizations achieve their financial goals. With a focus on thoughtful, detailed planning and individual solutions, Kooman & Associates offers independent thinking, honest evaluations, and straightforward advice to manage complex financial matters. The firm specializes in financial planning services, portfolio management for individuals, small businesses, and institutional clients, and pension consulting services. Their hands-on, collaborative approach, guided by the Transformative Wealth Process, helps clients gain clarity and confidence in their financial future. Serving clients across registered states including Arizona, Florida, New York, North Carolina, Pennsylvania, South Carolina, and Texas, Kooman & Associates builds lifelong relationships based on trust and a deep commitment to client success. The firm distinguishes itself by providing comprehensive wealth management services tailored to evolve with clients' changing life stages and financial needs, ensuring plans are purpose-driven and adaptable.
Website: https://www.kooman.com/
Founded: 2011
Office Locations
- Altoona, PA (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $472.4M