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Katie B.

Financial Planner to Gen X
Dallas, Texas, United States
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Katie B.

Financial Planner to Gen X
Dallas, Texas, United States
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Katie B. is a successful financial planner and coach with a decade of experience in the industry. She graduated from Texas A&M University with a bachelor's degree and she received an MBA from Texas Tech University's Rawls College of Business. Katie also studied a certificate program at Southern Methodist University. She started helping working professional couples manage their finances better after taking a personal finance class in college. Her passion for the subject led her to pursue it as a career. Katie is a Certified Financial Planner® and the President and Fee-Only Financial Planner at Your Richest Life. She has also been a founding member of the XY Planning Network. She is dedicated to helping clients align their money with their goals and values.

This public profile is provided courtesy of Clay. All information found here is in the public domain.
Is this you? Claim profile
This public profile is provided courtesy of Clay. All information found here is in the public domain.