Catherine Portner, Cepa®

Catherine Portner, Cepa® Email and Phone Number

Financial Advisor @ Folger Nolan Fleming Douglas Incorporated
Washington, DC, US
Catherine Portner, Cepa®'s Location
Vienna, Virginia, United States, United States
Catherine Portner, Cepa®'s Contact Details

Catherine Portner, Cepa® work email

Catherine Portner, Cepa® personal email

About Catherine Portner, Cepa®

What keeps me up at night? Whether or not you're sleeping soundly, confident that your financial future is secure.I've devoted my career to removing fear, stress, and complexity from your financial life, guiding you from uncertainty to empowerment. My mission is to provide you with clarity and peace of mind, because financial confidence is within your reach.I lead my practice with H.E.A.R.T.- Holistic, Education, Advocacy, Resourcefulness, and Thoughtful considerations. These core values drive me to uncover blind spots, offer solutions, and create a personalized plan that integrates seamlessly into your life.When I'm not simplifying financial strategies, you'll find me exploring new destinations, experimenting in the kitchen, or enjoying outdoor concerts.I look forward to crafting something amazing with you! Please reach out to me at catherine.portner@ml.com or (703) 734-8162. AKA/Misspellings: Cat Portner, Catherine Porter, Cat Porter

Catherine Portner, Cepa®'s Current Company Details
Folger Nolan Fleming Douglas Incorporated

Folger Nolan Fleming Douglas Incorporated

View
Financial Advisor
Washington, DC, US
Website:
fnfd.com
Employees:
47
Catherine Portner, Cepa® Work Experience Details
  • Folger Nolan Fleming Douglas Incorporated
    Financial Advisor
    Folger Nolan Fleming Douglas Incorporated
    Washington, Dc, Us
    View
  • Merrill Lynch Wealth Management
    Financial Advisor
    Merrill Lynch Wealth Management Nov 2019 - Present
    View
  • Portner Brewhouse
    President & Co-Founder
    Portner Brewhouse May 2012 - Dec 2018
    View
  • Courtesy Associates
    Conference And Events Manager
    Courtesy Associates Sep 2007 - Aug 2010

Catherine Portner, Cepa® Skills

Teaching Educating College Education Planning Business Exit Strategies Soccer Business Consulting Financial Advising Family Business Ownership Small Business Retirement Plans Exceptional Customer Service Socially Responsible Portfolio Construction Verbal Communication Event Planning Former Small Business Owner Cooking Business Development Women's Financial Literacy Investing For Women Business Financial Strategies Faith Based Investing Fundraising Liquidity Events Philanthrophic Planning Family Legacy Planning Small Business Strategies Family Business Management Emotional Intelligence Communications And Interpersonal Skills Small Business Consulting Pre And Post Liquidity Strategies Entrepreneurship Sales And Marketing Estate Planning Strategy Socially Responsible Investing Hospitality Marketing Critical Thinking Business Succession Planning Goals Based Asset Management Travel Financial Literacy Financial Problem Solver Problem Solving Behavioral Finance Customized Investment Portfolios College Funding Business Exit Planning Financial Strategies For Women Holistic Goals Based Planning Approach

Catherine Portner, Cepa® Education Details

Frequently Asked Questions about Catherine Portner, Cepa®

What company does Catherine Portner, Cepa® work for?

Catherine Portner, Cepa® works for Folger Nolan Fleming Douglas Incorporated

What is Catherine Portner, Cepa®'s role at the current company?

Catherine Portner, Cepa®'s current role is Financial Advisor.

What is Catherine Portner, Cepa®'s email address?

Catherine Portner, Cepa®'s email address is cepa.catherineportner@ml.com

What is Catherine Portner, Cepa®'s direct phone number?

Catherine Portner, Cepa®'s direct phone number is +157131*****

What schools did Catherine Portner, Cepa® attend?

Catherine Portner, Cepa® attended Babson College, Boston College.

What skills is Catherine Portner, Cepa® known for?

Catherine Portner, Cepa® has skills like Teaching Educating, College Education Planning, Business Exit Strategies, Soccer, Business Consulting, Financial Advising, Family Business Ownership, Small Business Retirement Plans, Exceptional Customer Service, Socially Responsible Portfolio Construction, Verbal Communication, Event Planning.

Who are Catherine Portner, Cepa®'s colleagues?

Catherine Portner, Cepa®'s colleagues are Edward Kaganov, Richard Jones, Robert Kwiatkowski, George Hill, David De'marsi, Robert Kwiatkowski, Joe Urban.

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