Kate Slocum
Financial Advisor and Managing Member at ArborFi Advisors
- Role
- Co-founder and Financial Advisor at Arborfi Advisors, Llc
- Location
- Ann Arbor, MI, US
- LinkedIn followers
- 500 followers
Experience
Co-founder and Financial Advisor
Sep 2019 — Present · Ann Arbor, MI, US
ArborFi Advisors is a fee-only, boutique, Registered Investment Advisor (RIA) located in Ann Arbor, MI. We provide personalized financial planning and investment management for individuals and families so they can free up time and energy to focus on what they love most. Our Certified Financial Planner™ professionals will partner with you to understand your unique passions and values in order to develop a plan that is tailored to you. ArborFi Advisors serves all of our clients as a fiduciary and provides conflict-free advice while never accepting commissions of any kind.
Education
Loyola University Chicago
Bachelor of Business Administration, Economics
1989 — 1993
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