Going through a divorce is a major life change, but it can also be a fresh start that allows you to look forward to new opportunities and to set and plan your own priorities. One of those opportunities is re-defining your future estate distribution plans while also ensuring you will be remembered the way you…
Katie E. Moore, CDFA®
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As Chairperson of the Finivi Women and Wealth advisory team, Katie’s financial philosophy is deeply rooted in the idea of empowerment and education. Katie is a Certified Divorce Financial Analyst and has helped numerous women navigate and thrive following difficult life transitions. A seasoned lead advisor, Katie is passionate about providing unparalleled support and guidance to her clients and building long lasting relationships that encompass her commitment to helping them achieve financial independence. “Amazing things happen when women team up” is truly Katie’s mantra.
Katie has a B.A. in Business Administration & Finance from California State University and is originally from Northern California.
Katie is an active member of her community where she and her husband are raising two beautiful children.
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Recent Articles by Katie:
Why More & More Women Are Single In Retirement
The number of currently married women who will live alone at some point during their retirement years, due to widowhood or a late divorce continues to grow at a steady pace. With 27.5 million married baby boomer women now heading into retirement, many may find themselves woefully unprepared financially for living life on their own….
What Women May Need to Know About Retirement Planning
When it comes to planning for retirement, there is no one-size-fits-all option. While the retirement goal of being able to live comfortably during your golden years may be the same for men and women, the path to reach that goal can be very different. There are many issues that women need to account for; that…
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