Kari Westly Waldhaus

Kari Waldhaus
Title:
Owner
Company:
The Entrepreneur's Source, Inc.
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Member Biography / Profile

Address:
Baker City, Oregon
Type Of Business:
Training Center
Marketing Area:
National
Expertise:
Ms. Waldhaus' area of expertise is in career coaching.
Major Product/SVS:
Business Coaching, Career Coaching and Consulting Services
Favorite Business Publication:
Entrepreneur
Hobbies/Sports:
Traveling, Performing Real Estates Services, Interior Designing
Education Degrees:
College Coursework
Affiliations Awards:
Incoming President, Rotary Club of Baker City; Board Member, Baker County Economic Development Council; Treasurer, Baker County Chamber of Commerce and Visitors Bureau; Board Member, Baker Enterprise Growth Initiative
Place of Birth:
Honolulu, Hawaii
Children's Names:
Kirstin, Aaron
Spouse's Name:
John
Highlight of career?:
The highlight of her career was establishing her own business.
Charity:
Women in Search of Excellence; Relay For Life; American Cancer Society
Number Of Years In Current Position:
2
What Does He/She Attribute Success To:
She attributes her success to her hard work, open-mindedness and genuine concern for her clients.
How Did They Get Involved In Profession:
She became involved in her profession through a natural progression of opportunities.
Extended Bio Profile:
Ms. Waldhaus started her career in bookkeeping and accounting. After working in accounting for 15 years, she worked at First Hawaiian Bank and the trust divisions of Bank of Hawaii as an employee benefit administrator. She began working as a financial advisor at AIG VALIC in 2001. She owns real estate properties in the states of Hawaii and Oregon. She won awards for being the best performer in group acquisition during the years 2002 to 2004 and for being the best performer in annuity sales in 2004. She was selected one among the top 10 persons in her company and she is the second woman in USA to attend National Excellent Advisors Conference representing her company.
Day to Day Responsibilities:
Aiding People in Establishing Business
Education Certifications:
Security Licenses, Series 7, 6, 63 and 66; Licensed Life and Accident Insurance Agent; Licensed Health Insurance Agent; Certified Retirement Services Professional; Certified Retirement Administrator; Certified Retirement Counselor
Awards/Honors:
Financial Advisor of the Year, States of Hawaii and Alaska (2004)
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