Katherine has the unusual background of “doctor-turned-CFP®” and uses her intimate understanding of both industries to help her clients, many of whom are healthcare professionals themselves, pursue their financial goals. At Asset Planning Group, Katherine helps with investment management, comprehensive financial planning services, and 401(k) rollover services. As a physician and board-certified anesthesiologist herself, she understands the paperwork hoops her clients must jump through when planning for retirement and the financial concerns many individuals in this industry face.
When Katherine decided to transition fully into the financial planning industry, after having received her MBA and graduating as Salutatorian, working as a physician executive at a major publicly-traded healthcare organization, and teaching residents at the University of Miami Department of Anesthesiology, she gave it all she had and poured her passions into her work. She received her CERTIFIED FINANCIAL PLANNER™ designation, which is one of the highest standards in the industry, her Accredited Investment Fiduciary® designation, and her Series 6 and 7 securities registrations with LPL Financial. She uses this education and experience to provide independent advice to help her clients meet their financial goals and although she runs the Miami firm, she is able to serve clients all across the country.
When Katherine isn’t furthering her education, helping clients, or studying her industry, she can be found practicing hatha yoga, which she has done for over 20 years, or with her nose in a book. She also loves to attend Cleveland Orchestra performances with her family, some of whom are musicians themselves. Katherine is also actively involved with the Fairchild Tropical Garden and the Financial Planning Association, both national and local chapters. For the medical aspect of her career, she maintains membership in the Florida Medical Association.