Katie Lindfelt CFP® helps architect the future of her clients by developing customized financial plans that aim to grow, protect, and conserve her clients’ wealth.
Katie believes comprehensive financial planning is a prerequisite for anyone considering investing. “Like the foundation of a house, financial planning is the basis from which you design the portfolio,” she says. “Solid financial planning provides purpose to the portfolio and prepares for a downturn.”
In addition to comprehensive financial planning, Katie specializes in customized retirement planning and investment management, insurance strategies designed to help protect against risk, estate plans, and college financial planning.
Katie graduated from Scripps College with a double major in Economics and Studio Art. She entered the industry in 2007 and received her CFP® designation in 2012.
“I do this to help people pursue personal financial freedom to achieve their own unique goals, whatever they might be,” she says. “Every financial plan is unique to the person for whom it’s designed.”
Katie lives in the South Bay with her husband and two boys. She is actively involved with her church and continues to create textile art in her spare time.