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
- 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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