Katie Hollenbeck, Cfa, Cfp®

Katie Hollenbeck, Cfa, Cfp® Email and Phone Number

Investment Design for Individuals and Small Business Retirement Plans @ CFA Society of South Carolina
Katie Hollenbeck, Cfa, Cfp®'s Location
Chapin, South Carolina, United States, United States
Katie Hollenbeck, Cfa, Cfp®'s Contact Details

Katie Hollenbeck, Cfa, Cfp® work email

Katie Hollenbeck, Cfa, Cfp® personal email

About Katie Hollenbeck, Cfa, Cfp®

I work to design the right investment strategy for our clients' overall financial plan. By remaining completely unbiased in our advice, our practice designs and executes plans to integrate all aspects of financial life.

Katie Hollenbeck, Cfa, Cfp®'s Current Company Details
CFA Society of South Carolina

Cfa Society Of South Carolina

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Investment Design for Individuals and Small Business Retirement Plans
Katie Hollenbeck, Cfa, Cfp® Work Experience Details
  • Cfa Society Of South Carolina
    Vice President
    Cfa Society Of South Carolina Jul 2022 - Present
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  • Keen Capital
    Chief Investment Officer
    Keen Capital Jan 2022 - Present
    Chapin, Sc
  • Core Advisors, Ltd.
    Portfolio Developer
    Core Advisors, Ltd. Feb 2015 - Present
    Chapin, Sc
  • J.E. Wilson Advisors
    Director Of Financial Planning
    J.E. Wilson Advisors Nov 2004 - Jan 2015
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  • Toys R Us
    Store Manager
    Toys R Us May 2003 - Nov 2004
    Harbison Blvd, Columbia, Sc
    View

Katie Hollenbeck, Cfa, Cfp® Skills

Estate Planning Portfolio Management Personal Finance Financial Advisory Strategic Financial Planning Design Investments Planning Certified Financial Planner Retirement Investment Advisory Retirement Planning Wealth Management Financial Planning

Katie Hollenbeck, Cfa, Cfp® Education Details

Frequently Asked Questions about Katie Hollenbeck, Cfa, Cfp®

What company does Katie Hollenbeck, Cfa, Cfp® work for?

Katie Hollenbeck, Cfa, Cfp® works for Cfa Society Of South Carolina

What is Katie Hollenbeck, Cfa, Cfp®'s role at the current company?

Katie Hollenbeck, Cfa, Cfp®'s current role is Investment Design for Individuals and Small Business Retirement Plans.

What is Katie Hollenbeck, Cfa, Cfp®'s email address?

Katie Hollenbeck, Cfa, Cfp®'s email address is km****@****aol.com

What schools did Katie Hollenbeck, Cfa, Cfp® attend?

Katie Hollenbeck, Cfa, Cfp® attended University Of South Carolina Darla Moore School Of Business, Chapin High Shool.

What skills is Katie Hollenbeck, Cfa, Cfp® known for?

Katie Hollenbeck, Cfa, Cfp® has skills like Estate Planning, Portfolio Management, Personal Finance, Financial Advisory, Strategic Financial Planning, Design, Investments, Planning, Certified Financial Planner, Retirement, Investment Advisory, Retirement Planning.

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