Kacie Swartz, Cfp®, Cima®

Kacie Swartz, Cfp®, Cima® Email and Phone Number

Personalized Financial Planning & Investment Management | Financial Literacy Public Speaker @ Black Barn Financial LLC
austin, texas, united states
Kacie Swartz, Cfp®, Cima®'s Location
Austin, Texas, United States, United States
Kacie Swartz, Cfp®, Cima®'s Contact Details

Kacie Swartz, Cfp®, Cima® personal email

About Kacie Swartz, Cfp®, Cima®

I focus on helping you feel empowered through investment education to broaden your knowledge of financial planning and investments, including environmentally sustainable and socially responsible strategies. Give me a shout if you would like a complimentary consultation!505-999-7585 or kacie@kacieswartz.comwww.kacieswartz.com

Kacie Swartz, Cfp®, Cima®'s Current Company Details
Black Barn Financial LLC

Black Barn Financial Llc

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Personalized Financial Planning & Investment Management | Financial Literacy Public Speaker
austin, texas, united states
Website:
blackbarnfinancial.com
Employees:
3
Kacie Swartz, Cfp®, Cima® Work Experience Details
  • Black Barn Financial Llc
    Managing Partner
    Black Barn Financial Llc Dec 2022 - Present
    Austin, Tx
    Financial planning with clarity and investing with purpose.
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  • Stone Wealth Management
    Senior Wealth Manager
    Stone Wealth Management Sep 2013 - Dec 2022
    Austin, Tx
    Stone Wealth was where I learned how impactful an unbiased, fiduciary advisor can be on a client's financial success and even more importantly, their confidence. I'm so pleased to have spent almost ten years at Stone and I use that experience in every client meeting today!
  • Thornburg Investment Management
    Sales Consultant
    Thornburg Investment Management Sep 2008 - Sep 2013
    Santa Fe, Nm
    As a Sales Consultant, I helped financial advisors review and select mutual funds and separate account strategies. I was able to help educate people seeking retirement solutions, industry comparisons, and market research and had the pleasure of speaking for the firm at national and regional conferences.
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  • Suntrust Investment Services
    Assistant Vice President | Regional Operations Manager
    Suntrust Investment Services Jun 2005 - Sep 2008
    Memphis, Tn
    I worked with great brokers and associates to streamline operations and back office communications. This team was able to grow sales and focus efforts on emerging opportunity in overlooked territories. As a result, the Investment Services group was able to build relationships with other divisions of the bank and create cross referrals.
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  • Commerce Bank And Brokerage Services
    Associate
    Commerce Bank And Brokerage Services May 2001 - May 2005
    Wichita, Ks
    I was very lucky to be the Investment Associate for a wonderful financial advisor when starting out at Commerce Brokerage Services. I learned a lot about what people need and want, and how a compassionate and knowledgeable guide can make a big difference in people's financial lives.

Kacie Swartz, Cfp®, Cima® Skills

Registered Investment Advisor Mutual Funds Investments Financial Advisory Investment Advisory Financial Analysis Retirement Planning Risk Management Wealth Management Equities Asset Allocation Financial Services Insurance Asset Managment Banking Strategic Planning Fixed Income Employee Benefits Certified Financial Planner Strategic Financial Planning Retirement Portfolio Management Investment Management Hourly Consulting Modern Portfolio Theory Napfa Fpa Cfp Cima 401k

Kacie Swartz, Cfp®, Cima® Education Details

Frequently Asked Questions about Kacie Swartz, Cfp®, Cima®

What company does Kacie Swartz, Cfp®, Cima® work for?

Kacie Swartz, Cfp®, Cima® works for Black Barn Financial Llc

What is Kacie Swartz, Cfp®, Cima®'s role at the current company?

Kacie Swartz, Cfp®, Cima®'s current role is Personalized Financial Planning & Investment Management | Financial Literacy Public Speaker.

What is Kacie Swartz, Cfp®, Cima®'s email address?

Kacie Swartz, Cfp®, Cima®'s email address is ks****@****set.com

What schools did Kacie Swartz, Cfp®, Cima® attend?

Kacie Swartz, Cfp®, Cima® attended Wichita State University.

What are some of Kacie Swartz, Cfp®, Cima®'s interests?

Kacie Swartz, Cfp®, Cima® has interest in Children, Education, Economic Empowerment.

What skills is Kacie Swartz, Cfp®, Cima® known for?

Kacie Swartz, Cfp®, Cima® has skills like Registered Investment Advisor, Mutual Funds, Investments, Financial Advisory, Investment Advisory, Financial Analysis, Retirement Planning, Risk Management, Wealth Management, Equities, Asset Allocation, Financial Services.

Who are Kacie Swartz, Cfp®, Cima®'s colleagues?

Kacie Swartz, Cfp®, Cima®'s colleagues are Gwen Danielle Leonares, Amy Calistri, Sara Glakas, Elisa Hanson.

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