Katherine K.
Financial Advisor
- Role
- Financial Advisor at Merrill Lynch
- Location
- Reno, NV, US
- LinkedIn followers
- 500 followers
About Katherine K.
I run a wealth management practice as a financial advisor at Merrill. My focus revolves around retirees, those preparing for retirement, and individuals navigating newly acquired wealth-whether it be from inheritance or the sale of a business. I find my passion lies in simplifying complex financial decisions and creating confidence for my clients around leaving assets for those they care most about. I believe your money should reflect what matters most to you, and I\'m here to guide you in decisions surrounding the wealth you have built and passing it on with intention. My \"why\" is rooted deeply in helping people feel confident and secure about the future-so they can enjoy the present. Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Experience
Financial Advisor
May 2023 — Present
Education
Johnson County Community College
Associate's Degree
2016 — 2020
Blue Valley Southwest
High School Diploma/GED
2012 — 2016
University of Kansas
Attended no Degree Conferred
2016 — 2018
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