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Katie Buck

Chief Executive Officer at E.A. Buck Financial Services
Honolulu County, Hawaii, United States
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This public profile is provided courtesy of Clay. All information found here is in the public domain.
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Katie Buck

Chief Executive Officer at E.A. Buck Financial Services
Honolulu County, Hawaii, United States
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Katie Buck, a successful financial planner and Co-owner of E.A. Buck Financial Services, has dedicated her career to delivering long-term value to her clients. Buck leads her team of financial planners utilizing E.A. Buck's unique five-step E.P.I.C. planning process to engineer financial goals and build personal strategies. What sets Buck apart is her focus on integrating structure, tax management strategies, and tools to create comprehensive and individualized financial plans. As a mother of seven, Buck understands the challenges families face in Hawaii due to high costs of living, tax rates, and more. She is committed to helping families navigate these challenges to build successful financial futures. With her expertise in private wealth management, retirement planning, insurance policies, risk management, Social Security planning, IRA & 401(k), active fund management, estate planning, college planning, and long-term care, Buck is dedicated to providing the Ohana of Hawaii with the tools they need to thrive financially.

This public profile is provided courtesy of Clay. All information found here is in the public domain.