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

Founder and CEO at Concentric Private Wealth
Location: Washington DC-Baltimore Area, United States, United States 5 work roles 2 schools
2 work emails found @concentricpw.com 1 phone found area 703 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 1 phone

Work email k****@concentricpw.com
Direct phone (703) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Concentric Private Wealth
Role
Founder and CEO
Location
Washington DC-Baltimore Area, United States, United States
Company size
4 employees

Who is Katherine Liola, Cfp®, Bfa®, Crpc®? Overview

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Quick answer

Katherine Liola, Cfp®, Bfa®, Crpc® is listed as Founder and CEO at Concentric Private Wealth, a company with 4 employees, based in Washington DC-Baltimore Area, United States, United States. AeroLeads shows a work email signal at concentricpw.com, phone signal with area code 703, and a matched LinkedIn profile for Katherine Liola, Cfp®, Bfa®, Crpc®.

Katherine Liola, Cfp®, Bfa®, Crpc® previously worked as Founding Member at Opscotch at Opscotch and Senior Vice President at Armstrong Fleming And Moore. Katherine Liola, Cfp®, Bfa®, Crpc® holds Ba, Communications from Boston College.

Company email context

Email format at Concentric Private Wealth

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*@concentricpw.com
74% confidence

AeroLeads found 2 current-domain work email signals for Katherine Liola, Cfp®, Bfa®, Crpc®. Compare company email patterns before reaching out.

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Profile bio

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.

Listed skills include Behavorial Finance, Strategic Financial Planning, Wealth Management, Risk Management, and 8 others.

Current workplace

Katherine Liola, Cfp®, Bfa®, Crpc®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Concentric Private Wealth
Concentric Private Wealth
Founder and CEO
Washington, DC, US
Website
concentricpw.com
Employees
4
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Company profile
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5 roles

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

A career timeline built from the work history available for this profile.

Founding Member At Opscotch

Current
Opscotch

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.

Mar 2023 - Present

Founder And Ceo

Current
Concentric Private Wealth

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.

Oct 2012 - Present
Team & coworkers

Colleagues at Concentric Private Wealth

Other employees you can reach at concentricpw.com. View company contacts for 4 employees →

RS Rebecca Sanderson Rebecca Sanderson Colleague at Concentric Private Wealth Leesburg, Virginia, United States, United States View → PM Peter M. Daniels, Cfp®, Bfa™ Peter M. Daniels, Cfp®, Bfa™ Colleague at Concentric Private Wealth Washington DC-Baltimore Area, United States View → KL Kathline Lerebours Kathline Lerebours Colleague at Concentric Private Wealth Atlanta Metropolitan Area, United States View →
2 education records

Katherine Liola, Cfp®, Bfa®, Crpc® education

Ba, Communications

Boston College

Education record

Our Lady Of Good Counsel High School
FAQ

Frequently asked questions about Katherine Liola, Cfp®, Bfa®, Crpc®

Quick answers generated from the profile data available on this page.

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 Concentric Private Wealth?

Katherine Liola, Cfp®, Bfa®, Crpc® is listed as Founder and CEO at Concentric Private Wealth.

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

AeroLeads has found 2 work email signals at @concentricpw.com for Katherine Liola, Cfp®, Bfa®, Crpc® at Concentric Private Wealth.

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

AeroLeads has found 1 phone signal(s) with area code 703 for Katherine Liola, Cfp®, Bfa®, Crpc® at Concentric Private Wealth.

Where is Katherine Liola, Cfp®, Bfa®, Crpc® based?

Katherine Liola, Cfp®, Bfa®, Crpc® is based in Washington DC-Baltimore Area, United States, United States while working with Concentric Private Wealth.

What companies has Katherine Liola, Cfp®, Bfa®, Crpc® worked for?

Katherine Liola, Cfp®, Bfa®, Crpc® has worked for Concentric Private Wealth, Opscotch, Armstrong Fleming And Moore, and Ameriprise Financial Services, Inc..

Who are Katherine Liola, Cfp®, Bfa®, Crpc®'s colleagues at Concentric Private Wealth?

Katherine Liola, Cfp®, Bfa®, Crpc®'s colleagues at Concentric Private Wealth include Rebecca Sanderson, Peter M. Daniels, Cfp®, Bfa™, and Kathline Lerebours.

How can I contact Katherine Liola, Cfp®, Bfa®, Crpc®?

You can use AeroLeads to view verified contact signals for Katherine Liola, Cfp®, Bfa®, Crpc® at Concentric Private Wealth, including work email, phone, and LinkedIn data when available.

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

Katherine Liola, Cfp®, Bfa®, Crpc® holds Ba, Communications from Boston College.

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

Katherine Liola, Cfp®, Bfa®, Crpc® is listed with skills including Behavorial Finance, Strategic Financial Planning, Wealth Management, Risk Management, Retirement Planning, Deferred Compensation, Estate Planning, and Public Speaking.

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