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Manage Your Money & Feel Financially Confident With Haven Financial Planning
Haven Financial Planning services helps alleviate the stress of financial burdens by educating and encouraging a feeling of confidence for the future. We are a judgment free zone and help you plan the right way.
Making Financial decisions can be STRESSFUL! As a Financial Planner I have the experience and knowledge to guide and educate you on building a financial plan that is well positioned to address you and your family’s goals.
Let us help you Know Your Money ~ So we can help you Grow Your Money!
- Customized Financial Planning
- Identify Costly Mistakes Before You Make Them
- Understanding Your Money
- Estate / Legacy Planning
- Business Planning
- Business Coach
- Retirement Strategies
- Investment Management
- Insurance Solutions
Katie Weibel, CFP®, MBA, CDFA®
Owner & Financial Advisor
Katie.Weibel@lpl.com • 716.458.1900
8469 Sheridan Drive
Williamsville, NY 14221
(At The Fountain Wellness Center)
Katie has many years of experience in the financial industry, with an extensive background and knowledge base to serve her clients variety of financial needs. She holds an MBA in Finance from Wilmington University and a CFP® (CERTIFIED FINANCIAL PLANNER™) and is a registered CDFA® (Certified Divorce Financial Analyst). Additionally, she is a graduate of the University of Buffalo’s CEL program. Katie was honored to be listed in the Business First “Who’s is Who in Banking & Finance” 2 years in a row.
At Haven Financial Planning, Katie works with individuals, families, and small business owners, offering tailored financial guidance to align each person’s individual needs and goals.
Meet Our Team!
FINANCIAL PLANNING ASSISTANT
Melanie brings over 10 years of experience in the financial industry. She has a passion for helping people and making sure every client has a great experience. She is currently pursuing her education in Health and Wellness to further broaden her knowledge to help others become financially and physically fit.
Felicia brings over 20 years of experience from the financial services industry. Her motto is “service with a smile” and she truly enjoys providing an excellent customer service experience. She’s excited to join the team and help make a positive difference in people’s lives.
You will hear from her at some point as she helps me keep the best service levels for our valued clients.
Felicia will also be helping at our front desk to provide stellar client servicing.
716-458-1900 ext. 302
Get In Touch!
Let Haven Financial Planning help solve your challenges, concerns, and frustrations with money.
Schedule a free 15 min discovery call!