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Katherine Fox (CAP, CFP®)

Katherine Fox focuses in the
following client markets or areas of practice:

  • AUM
  • Business Owners
  • Charitable Giving
  • Entrepreneurs
  • Estate & Generational Planning Issues
  • Generation X

Planning Specialties

I help clients build values-aligned financial plans to meet their goals and make the world a better place for others. You get peace of mind knowing you’re building a sustainable financial future for you and your family while using your wealth as a tool for change. Our work together may include:

Comprehensive Financial Planning

Values Aligned Investing

Incorporating Giving Back into Financial Plan

Tax Planning & Tax Efficient Investments

Retirement Income Planning

Additional Information

I’ve always loved talking about money.

At a young age, I started learning about investing, saving, and how to build and maintain wealth. As my knowledge grew, so did my passion for sharing financial concepts with others in a simple and relatable way. It was natural for me to end up in the wealth management industry, helping people define and meet their financial goals as an Investment Advisor and CERTIFIED FINANCIAL PLANNER® .

While this work was rewarding, I wanted to offer people a chance to reach their financial goals while creating meaning and purpose with their wealth. Giving back to my community has been a long-standing pillar of my life. As a fourth-generation member of a philanthropic family that successfully passed wealth and values down across generations, I believe the privilege of holding wealth confers a responsibility to give back and an obligation to investigate how we can create meaningful change in the world.

I founded Sunnybranch based on this principle, with the goal to help individuals and families plan for the future, grow their wealth, and become agents of change through impact investing and philanthropic giving.

NAPFA Start Date

September 23, 2022

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Submit