About us

Shawn Koch, JD, CFP®

profile picture  low resPrior to founding Koch Financial Partners, Shawn Koch (pronounced “coke”) practiced family law for 8 years and worked with corporate retirement plans for 10 years. She managed corporate benefit programs at two manufacturing firms prior to becoming a financial planner.  Shawn is an attorney and a CERTIFIED FINANCIAL PLANNER™ professional.

Shawn received her Bachelor of Arts degree from the University of Oregon where she graduated Phi Beta Kappa, magna cum laude. She received her Juris Doctor degree from Northwestern School of Law at Lewis and Clark College.

Shawn is a member of the Garrett Planning Network, the National Association of Personal Financial Advisors, the Oregon State Bar Association, and holds the Series 65 Uniform Securities Law license.

Shawn’s approach to financial planning is to weed out the “noise” and help you concentrate on what matters. The amount of financial analysis for popular consumption is overwhelming. Shawn can help narrow your focus and suggest effective solutions.

Whether you are planning for retirement or working through life changes, Shawn can help you with the most important ingredient to your success – thorough planning.

 

Shawn in the News….

Oregonian

A discussion about the recent changes to the Public  Employee Retirement System: Portland Oregonian, July 20, 2013: PERS Fix will hit Higher Earners

http://www.oregonlive.com/finance/index.ssf/2013/07/pers_fix_will_hit_higher_earne.html

 

Chicago Tribune

Shawn talks about the financial consequences of the recent Supreme Court rulings on DOMA and Proposition 8: Chicago Tribune, July 5, 2013:  Financial Result of DOMA Ruling Unclear for Spouses

http://articles.chicagotribune.com/2013-07-05/business/sc-cons-0704-journey-20130705_1_couples-retirement-doma

 

OregonianShawn comments on some of the financial planning challenges of same-sex couples: The Oregonian, July 29, 2012: It’s Their Money: Same-sex Status Complicates Couple’s Finances

http://www.oregonlive.com/finance/index.ssf/2012/07/its_their_money_same-sex_statu.html

 

sm_usnewsShawn offers financial planning tips for same-sex couples: US News and World Report, May 7, 2012:  Financial Planning Checklist for Same-Sex Couples

http://money.usnews.com/money/personal-finance/articles/2012/05/07/financial-planning-checklist-for-same-sex-couples

 

WSJShawn comments on the situation of a Portland area family: The Wall Street Journal, March 12, 2012: The Game Plan: How Some People are Saving for Retirement – and What Financial Advisers Think of Those Strategies

http://online.wsj.com/article/SB10001424052970204369404577211281542357856.html

 

OregonianShawn shares her thoughts along with other financial advisors: The Oregonian, January 2, 2011:  Money Managers share their Outlooks for 2011

http://blog.oregonlive.com/finance/2011/01/financiers_share_their_outlook.html