Katelyn majored in psychology and minored in family relations at Chico State. While this educational background often leads to emotional or psychological counseling careers, Katelyn discovered another option: financial advising. Money matters, after all, impact virtually every aspect of life. Katelyn recognized that by helping others manage their money well, she could potentially benefit people in all stages of life. After graduating with her B.A., Katelyn began to work for Strategic Investment Chico.
As an LPL Financial Advisor with Strategic Investment Chico, Katelyn continues to enjoy working with people and building relationships with her clients. Katelyn’s financial advice arises from each client’s specific situation. With reliable dedication and regular contact, Katelyn takes the time to understand clients’ individual financial needs and aspirations so she can propose appropriate financial options. Her educational background not only gives Katelyn a unique, contemporary perspective in the financial industry, but enables her to present financial information in a clear, understandable manner. She works as a trusted financial partner for her clients, helping them understand their money matters so they can make wise financial decisions and create solid financial plans.
Katelyn’s desire to meet people’s needs led her to pursue the added designation of CERTIFIED DIVORCE FINANCIAL ANALSYST® (CDFA®). This certification now allows Katelyn to offer guidance through the financial complexities of divorce.
Katelyn loves Chico and giving back to the community. Currently affiliated with the Chico Chamber of Commerce Young Professionals Organization and the Chico Women’s Club, Katelyn has also reached out to others through Psi Chi Honor Society, Community Action Volunteers in Education (CAVE), and the Rape Crisis Center. In her free time, Katelyn enjoys hiking through Bidwell Park, reading, and playing with her two cats.
Call Katelyn at (530) 343-0770 or email her at Katelyn.firstname.lastname@example.org.
To learn more about Katelyn’s professional experience, check out her LinkedIn account.
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