Kacie Swartz
Personalized Financial Planning & Investment Management | Financial Literacy Public Speaker
- Role
- Managing Partner at Black Barn Financial Llc
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Kacie Swartz
I am a CFP® certificant and Managing Partner of Black Barn Financial, an Austin-based…
Experience
Managing Partner
Dec 2022 — Present · Austin, TX, US
Financial planning with clarity and investing with purpose.
Education
Wichita State University
Bachelor of Arts, Finance
1999 — 2003
Skills
- Certified Financial Planner
- Cfp(R)
- Fixed Income
- Insurance
- Asset Managment
- Portfolio Management
- Wealth Management
- Asset Allocation
- Banking
- Mutual Funds
- Risk Management
- Fee-Only
- Financial Analysis
- Hourly Consulting
- Strategic Planning
- Financial Services
- Cima(R)
- Retirement Planning
- Fpa
- Investments
- Modern Portfolio Theory
- Financial Advisory
- Investment Management
- 401k
- Registered Investment Advisor
- Employee Benefits
- Retirement
- Strategic Financial Planning
- Investment Advisory
- Napfa
- Equities
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