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Catherine Utley, CFP®
Catherine is a Certified Financial Planner™ Practitioner who has extensive experience in helping individuals reach their financial goals. She is responsible for providing objective and comprehensive financial planning advice which includes the areas of retirement planning, investment planning, estate planning strategies, risk management, and income tax planning strategies.
Catherine maintains a personal commitment to providing each client with the strategies necessary to help preserve their capital, minimize potential estate tax issues, and build and protect their wealth.
Prior to joining Finivi Wealth Management, Catherine was the Sr. Manager of Financial Planning at Tax & Financial Group where she was dedicated to financial plan development as well as monitoring the market for trends and potential opportunities. Previous to her role at Tax & Financial Group, she was Financial Advisor with Merrill Lynch.
Catherine has a Bachelor of Science Degree (B.S.) in Business Administration with an emphasis in Finance. She is a Certified Financial Planning™ Practitioner.