Katie Weibel, CFP®, CDFA®, MBA
“Make your money work for you.”
Katie takes a personalized, holistic approach to wealth management. With over 17 years of financial industry experience working with clients on managing their money and developing financial roadmaps for all of life’s transitions. She offers clientele the highest degree of attention and customer service through a variety of financial planning services as every person’s situation is unique.
After many years of working and building her expertise in the financial industry, as a Financial Advisor and as a Managing Partner, Katie opened her own practice, Haven Financial Planning.
At Haven Financial Planning, Katie works with everyone from individuals and families to small business owners, offering tailored financial guidance to align with each person’s individual needs and goals. From creating a personal budget to developing a retirement plan through estate / legacy plans, Katie has advised on every aspect of the financial planning journey.
A significant part of her practice involves working with emerging business owners developing viable financial plans that encompass both their personal and professional goals. Through both coaching and advisement, Katie is committed to providing clients with the critical knowledge, tools, and guidance to take control of their financial futures.
Over several years, Katie has become a regular guest on WDCX Radio. 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 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.
The opinions voiced in this show are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
This information is not intended to be a substitute for individualized legal advice. Haven Financial Planning and LPL Financial do not provide legal advice or services Please consult your legal advisor regarding your specific situation.