Katheryn Lindquist (ABFP™, AWMA, CFP®, MPAS, MSPFP)
Katheryn Lindquist focuses in the
following client markets or areas of practice:
- AUM
- Baby Boomers
- Charitable Giving
- College/Education Planning
- Corporate Executives
- Entrepreneurs
- AUM
- Baby Boomers
- Charitable Giving
- College/Education Planning
- Corporate Executives
- Entrepreneurs
Additional Information
In addition to being a CFP® professional, Katie distinguishes herself within the financial industry by having completed her Master of Science degree in Personal Financial Planning. Furthermore, she is an Accredited Wealth Management Advisor™ professional, a specialized credential in the unique needs of high-net-worth clients, and holds her Accredited Behavioral Finance Professional™ certificate, a specialized credential in the the psychology of investor behaviors.NAPFA Start Date
October 27, 2023
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