Katherine Liola, Cfp®, Bfa®, Crpc®

Katherine Liola, Cfp®, Bfa®, Crpc® Email and Phone Number

Founder and CEO @ Concentric Private Wealth
Washington, DC, US
Katherine Liola, Cfp®, Bfa®, Crpc®'s Location
Washington DC-Baltimore Area, United States, United States
Katherine Liola, Cfp®, Bfa®, Crpc®'s Contact Details

Katherine Liola, Cfp®, Bfa®, Crpc® work email

Katherine Liola, Cfp®, Bfa®, Crpc® personal email

Katherine Liola, Cfp®, Bfa®, Crpc® phone numbers

About Katherine Liola, Cfp®, Bfa®, Crpc®

Katherine Liola is the Founder and CEO of Concentric Private Wealth. As a CERTIFIED FINANCIAL PLANNER TM professional, Katherine has always believed that comprehensive financial planning is a key element to a long term success. The differentiator is her behavioral advice expertise. She learned early on that helping clients understand why they’re making the decisions they make, and aligning their investment strategies with values-based life choices, helps them achieve their financial goals with comfort and clarity.Katherine has a passion to effect positive change in how we think and act about money, mindset and health. She shares this passion through her weekly Financial Fitness planning tips and her monthly Financial Five video series as well as her speaking engagements.

Katherine Liola, Cfp®, Bfa®, Crpc®'s Current Company Details
Concentric Private Wealth

Concentric Private Wealth

View
Founder and CEO
Washington, DC, US
Website:
concentricpw.com
Employees:
4
Katherine Liola, Cfp®, Bfa®, Crpc® Work Experience Details
  • Concentric Private Wealth
    Founder And Ceo
    Concentric Private Wealth
    Washington, Dc, Us
  • Opscotch
    Founding Member At Opscotch
    Opscotch Mar 2023 - Present
    Opscotch is a curated community of high performers that are collaboratively optimizing their long-term health and everyday performance.It’s a place to share knowledge, experiences, and questions with like-minded peers, and gives members access to the tools, knowledge, and products they need to measure, understand, and improve their health.As a founding member, I’m proud to be a part of growing this community of tinkerers that’s using wearables, research, experience, and experimentation to make biohacking accessible to everyone.www.opscotch.com@opscotching
  • Concentric Private Wealth
    Founder And Ceo
    Concentric Private Wealth Oct 2012 - Present
    Mclean, Virginia, Us
    Concentric Private Wealth provides independent wealth management and financial planning services with a focus on behavioral advice. We are located in the Washington DC Metropolitan area and have clients throughout the United States.Concentric Private Wealth was founded with a commitment to our values: Integrity, Relationships, Excellence, Independence, and Collaboration We center our strategies around the client's needs, goals and values while keeping a dedicated focus on the changing markets, economy and legislation. Our goal at Concentric Private Wealth is to be your most trusted advisor. We strive to build a life-long relationship with our clients and respect the privilege we have been entrusted with to see our clients through the many phases of life. We invite you to experience this unique individualized boutique approach that we bring to all our clients. Advisory services offered through Commonwealth Financial Network®, Registered Investment Advisor. Please see our Terms of Use here: www.commonwealth.com/termsofuse.htmlThis communication is strictly intended for individuals residing in the United States.1775 Tysons BlvdFifth Floor McLean, VA 22102 (703) 891-9966
  • Armstrong Fleming And Moore
    Senior Vice President
    Armstrong Fleming And Moore Apr 2012 - Oct 2012
    Washington, Dc, Us
  • Ameriprise Financial Services, Inc.
    Advanced Financial Advisor
    Ameriprise Financial Services, Inc. Sep 2001 - Apr 2012
    Minneapolis, Mn, Us

Katherine Liola, Cfp®, Bfa®, Crpc® Skills

Behavorial Finance Strategic Financial Planning Wealth Management Risk Management Retirement Planning Deferred Compensation Estate Planning Public Speaking Certified Financial Planner Crpc Finance Dynamic Speaker

Katherine Liola, Cfp®, Bfa®, Crpc® Education Details

  • Boston College
    Boston College
    Communications
  • Our Lady Of Good Counsel High School
    Our Lady Of Good Counsel High School

Frequently Asked Questions about Katherine Liola, Cfp®, Bfa®, Crpc®

What company does Katherine Liola, Cfp®, Bfa®, Crpc® work for?

Katherine Liola, Cfp®, Bfa®, Crpc® works for Concentric Private Wealth

What is Katherine Liola, Cfp®, Bfa®, Crpc®'s role at the current company?

Katherine Liola, Cfp®, Bfa®, Crpc®'s current role is Founder and CEO.

What is Katherine Liola, Cfp®, Bfa®, Crpc®'s email address?

Katherine Liola, Cfp®, Bfa®, Crpc®'s email address is ka****@****ail.com

What is Katherine Liola, Cfp®, Bfa®, Crpc®'s direct phone number?

Katherine Liola, Cfp®, Bfa®, Crpc®'s direct phone number is (703) 891*****

What schools did Katherine Liola, Cfp®, Bfa®, Crpc® attend?

Katherine Liola, Cfp®, Bfa®, Crpc® attended Boston College, Our Lady Of Good Counsel High School.

What are some of Katherine Liola, Cfp®, Bfa®, Crpc®'s interests?

Katherine Liola, Cfp®, Bfa®, Crpc® has interest in Food And Wine, Art, Photography, Music, Running, Travel, Triathlon.

What skills is Katherine Liola, Cfp®, Bfa®, Crpc® known for?

Katherine Liola, Cfp®, Bfa®, Crpc® has skills like Behavorial Finance, Strategic Financial Planning, Wealth Management, Risk Management, Retirement Planning, Deferred Compensation, Estate Planning, Public Speaking, Certified Financial Planner, Crpc, Finance, Dynamic Speaker.

Who are Katherine Liola, Cfp®, Bfa®, Crpc®'s colleagues?

Katherine Liola, Cfp®, Bfa®, Crpc®'s colleagues are Peter M. Daniels, Cfp®, Bfa™, Rebecca Sanderson, Kathline Lerebours.

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