Katherine Paulikonis
Relationship Development Associate @Financial Growth Partners
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WORK HISTORY
Relationship Development Associate @Financial Growth Partners
Guide individuals and businesses in achieving financial goals through personalized strategies and relationship-centered advising- Build and maintain long-term client relationships by aligning financial plans with evolving needs and life stages- Conduct comprehensive analyses of clients’ goals, concerns, and financial profiles to recommend suitable products and services- Collaborate with experienced financial professionals to develop expertise in wealth management, protection, and growth strategies- Foster community impact by helping clients gain financial confidence and independence- Balance entrepreneurial freedom with structured mentorship and ongoing professional development within the FGP training model- Uphold values of integrity, purpose, and lifelong learning while supporting clients in creating financially secure futures.
EDUCATION
Christopher Newport University
Bachelor of Social Work, Social Work, Leadership Studies, ans Psychology
South Lakes High School
Advanced Diploma
University of Pennsylvania
Master of Social Work - MSW, Child Welfare and Macro Social Work
William & Mary
Master of Legal Studies (MLS), Technology and the Law
ABOUT KATHERINE PAULIKONIS
I am a social worker and researcher with experience in public health, behavioral…
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